-17.4%
HAL vs CCEP
+336.4%
-353.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.1% |
| 7D | +2.6% | -0.3% | +2.9% | +2.8% |
| 30D | -0.1% | +11.0% | -11.1% | -5.8% |
| 3M | -1.1% | +9.2% | -10.3% | -6.3% |
| 6M | -20.7% | +27.2% | -47.9% | -31.5% |
| YTD | +17.5% | +30.3% | -12.8% | -0.9% |
| 1Y | +24.1% | +28.7% | -4.6% | +5.3% |
| 3Y | -8.4% | +109.4% | -117.8% | -43.8% |
| 5Y | +53.2% | +144.1% | -90.8% | -18.3% |
| All | -17.4% | +336.4% | -353.9% | -63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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