+335.5%
CCEP vs HRB
+243.1%
+92.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.8% | -8.1% | +9.8% | +3.5% |
| 30D | +12.2% | +15.0% | -2.9% | +8.9% |
| 3M | +10.7% | +10.2% | +0.4% | +7.9% |
| 6M | +27.5% | +44.2% | -16.8% | +17.0% |
| YTD | +31.3% | +21.0% | +10.4% | +24.2% |
| 1Y | +29.9% | +12.0% | +17.9% | +25.0% |
| 3Y | +111.1% | +24.9% | +86.2% | +93.2% |
| 5Y | +142.3% | +144.6% | -2.3% | +80.8% |
| 10Y | +335.5% | +229.4% | +106.1% | +180.6% |
| All | +335.5% | +243.1% | +92.4% | +180.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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