+29.9%
CCEP vs HBM
+31.3%
-1.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.8% | -1.3% | +3.0% | +1.7% |
| 30D | +12.2% | -14.8% | +27.0% | +12.3% |
| 3M | +10.7% | -20.7% | +31.4% | +11.0% |
| 6M | +27.5% | -13.9% | +41.4% | +26.6% |
| YTD | +31.3% | +10.6% | +20.7% | +28.3% |
| 1Y | +29.9% | +32.4% | -2.5% | +26.1% |
| All | +29.9% | +31.3% | -1.3% | +26.1% |
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