+32.8%
CCEP vs HAS
+58.1%
-25.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | +2.1% | +1.4% | +0.7% | +1.9% |
| 30D | +10.6% | +26.3% | -15.7% | +7.4% |
| 3M | +10.3% | +25.6% | -15.3% | +7.2% |
| 6M | +31.1% | +30.3% | +0.8% | +26.8% |
| YTD | +32.1% | +50.4% | -18.2% | +27.9% |
| 1Y | +32.8% | +57.7% | -24.9% | +28.5% |
| All | +32.8% | +58.1% | -25.3% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HAS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling