+497.6%
HAL vs CCEP
+7,553.0%
-7,055.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.1% |
| 7D | -12.0% | +2.6% | -14.5% | -12.8% |
| 30D | +0.3% | +15.1% | -14.9% | -4.5% |
| 3M | -1.6% | +7.3% | -8.9% | -4.3% |
| 6M | -20.5% | +23.4% | -43.9% | -26.5% |
| YTD | +14.2% | +29.4% | -15.2% | +3.5% |
| 1Y | +18.9% | +34.2% | -15.4% | +6.3% |
| 3Y | -13.7% | +108.4% | -122.1% | -34.2% |
| 5Y | +42.2% | +147.3% | -105.1% | +0.7% |
| 10Y | -16.7% | +301.3% | -318.0% | -48.4% |
| All | +497.6% | +7,553.0% | -7,055.4% | +69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling