+2,212.4%
CCEP vs HDB
+3,812.1%
-1,599.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -2.6% | -2.8% | +0.2% | -1.9% |
| 3M | +14.9% | -3.5% | +18.5% | +15.5% |
| 6M | +2.3% | -24.7% | +27.0% | +9.0% |
| YTD | +17.8% | -36.6% | +54.4% | +30.8% |
| 1Y | +24.2% | -34.4% | +58.6% | +36.5% |
| 3Y | +84.7% | -24.4% | +109.1% | +93.4% |
| 5Y | +103.2% | -35.4% | +138.5% | +118.6% |
| 10Y | +257.4% | +39.5% | +217.8% | +211.9% |
| All | +2,212.4% | +3,812.1% | -1,599.8% | +1,074.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling