+2,359.1%
CCEP vs HBM
+613.3%
+1,745.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.0% |
| 7D | -3.1% | -6.4% | +3.3% | -2.4% |
| 30D | -2.6% | +5.9% | -8.5% | -3.4% |
| 3M | +14.9% | -8.9% | +23.8% | +15.2% |
| 6M | +2.3% | +10.7% | -8.4% | -0.4% |
| YTD | +17.8% | +38.3% | -20.4% | +11.3% |
| 1Y | +24.2% | +121.3% | -97.1% | +10.2% |
| 3Y | +84.7% | +450.6% | -365.9% | +42.2% |
| 5Y | +103.2% | +338.0% | -234.8% | +55.2% |
| 10Y | +257.4% | +578.6% | -321.2% | +127.4% |
| All | +2,359.1% | +613.3% | +1,745.7% | +1,294.1% |
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 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