+2,631.8%
CCEP vs HBM
+492.8%
+2,139.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.0% | -7.8% | +0.2% |
| 7D | +1.7% | +5.0% | -3.4% | +1.0% |
| 30D | +12.7% | -12.7% | +25.4% | +14.1% |
| 3M | +8.5% | -17.4% | +25.9% | +10.3% |
| 6M | +25.6% | -8.9% | +34.4% | +24.9% |
| YTD | +30.9% | +14.9% | +16.0% | +25.7% |
| 1Y | +32.0% | +41.4% | -9.4% | +23.4% |
| 3Y | +110.9% | +462.1% | -351.2% | +61.2% |
| 5Y | +138.5% | +224.0% | -85.5% | +88.4% |
| 10Y | +302.3% | +320.9% | -18.6% | +171.5% |
| All | +2,631.8% | +492.8% | +2,139.0% | +1,475.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling