-2.5%
HAL vs CCEP
+85.5%
-88.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.5% |
| 7D | +2.9% | -3.1% | +6.0% | +3.0% |
| 30D | +17.0% | -2.6% | +19.6% | +17.1% |
| 3M | -9.7% | +14.9% | -24.6% | -10.7% |
| 6M | +8.6% | +2.3% | +6.4% | +8.7% |
| YTD | +33.0% | +17.8% | +15.1% | +30.6% |
| 1Y | +68.3% | +24.2% | +44.1% | +63.8% |
| All | -2.5% | +85.5% | -88.0% | -1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling