+109.0%
CCEP vs HUBB
+148.7%
-39.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.1% | -0.5% | -2.2% |
| 7D | -3.7% | +1.1% | -4.8% | -3.8% |
| 30D | -2.1% | -9.6% | +7.5% | -0.5% |
| 3M | +7.2% | -6.2% | +13.4% | +7.7% |
| 6M | +3.3% | -6.2% | +9.4% | +3.5% |
| YTD | +15.7% | +3.4% | +12.3% | +13.4% |
| 1Y | +16.6% | +5.3% | +11.2% | +13.3% |
| 3Y | +84.3% | +44.4% | +39.9% | +57.5% |
| 5Y | +109.0% | +152.4% | -43.4% | +26.9% |
| All | +109.0% | +148.7% | -39.6% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 5y: compounded portfolio wealth divided by compounded HUBB 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…
5y analysis · Full analysis span regression · 6 months rolling