+6,869.6%
CCEP vs HUBB
+152,497.6%
-145,627.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -3.1% | +0.5% | -3.6% | -3.1% |
| 30D | -2.6% | -10.0% | +7.4% | -2.5% |
| 3M | +14.9% | -4.8% | +19.7% | +15.0% |
| 6M | +2.3% | -5.6% | +7.8% | +2.3% |
| YTD | +17.8% | +4.7% | +13.2% | +17.7% |
| 1Y | +24.2% | +6.7% | +17.5% | +24.0% |
| 3Y | +84.7% | +45.8% | +39.0% | +83.7% |
| 5Y | +103.2% | +145.9% | -42.7% | +100.8% |
| 10Y | +257.4% | +418.6% | -161.2% | +250.6% |
| All | +6,869.6% | +152,497.6% | -145,627.9% | +6,870.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling