+302.3%
CCEP vs HDB
+61.5%
+240.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.7% | -1.5% | +0.3% |
| 7D | +1.7% | +13.7% | -12.0% | -2.4% |
| 30D | +12.7% | +15.8% | -3.1% | +7.6% |
| 3M | +8.5% | +9.2% | -0.7% | +5.2% |
| 6M | +25.6% | +3.2% | +22.4% | +23.2% |
| YTD | +30.9% | -29.4% | +60.3% | +44.7% |
| 1Y | +32.0% | -27.9% | +59.9% | +44.8% |
| 3Y | +110.9% | -5.9% | +116.8% | +107.2% |
| 5Y | +138.5% | -23.5% | +162.0% | +146.0% |
| 10Y | +302.3% | +61.3% | +241.0% | +220.9% |
| All | +302.3% | +61.5% | +240.8% | +220.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling