+28.7%
CCEP vs HDB
-29.3%
+58.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.3% | +4.1% | -4.4% | -1.2% |
| 30D | +11.0% | +13.0% | -2.0% | +8.0% |
| 3M | +9.2% | +11.3% | -2.1% | +6.6% |
| 6M | +27.2% | +6.9% | +20.2% | +23.7% |
| YTD | +30.3% | -29.6% | +59.9% | +38.2% |
| 1Y | +28.7% | -29.5% | +58.2% | +36.4% |
| All | +28.7% | -29.3% | +58.0% | +36.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling