+87.9%
CCEP vs HBM
+478.3%
-390.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.1% |
| 7D | -3.1% | -6.4% | +3.3% | -2.8% |
| 30D | -2.6% | +5.9% | -8.5% | -2.9% |
| 3M | +14.9% | -8.9% | +23.8% | +15.3% |
| 6M | +2.3% | +10.7% | -8.4% | +0.8% |
| YTD | +17.8% | +38.3% | -20.4% | +14.5% |
| 1Y | +24.2% | +121.3% | -97.1% | +16.9% |
| All | +87.9% | +478.3% | -390.5% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling