+18.9%
CCEP vs HBM
+103.9%
-85.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.6% | -0.8% |
| 7D | -5.7% | -3.7% | -2.0% | -5.7% |
| 30D | -3.4% | -3.7% | +0.3% | -3.4% |
| 3M | +5.5% | +8.0% | -2.5% | +5.5% |
| 6M | +2.2% | +15.8% | -13.6% | +0.3% |
| YTD | +14.6% | +34.4% | -19.7% | +14.0% |
| 1Y | +18.9% | +98.2% | -79.2% | +20.7% |
| All | +18.9% | +103.9% | -85.0% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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