+498.3%
HAL vs CCEP
+7,642.7%
-7,144.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | -0.3% |
| 7D | -7.9% | +1.7% | -9.5% | -8.5% |
| 30D | -2.1% | +12.7% | -14.8% | -6.1% |
| 3M | +0.4% | +8.5% | -8.1% | -2.7% |
| 6M | -19.2% | +25.6% | -44.8% | -25.8% |
| YTD | +14.4% | +30.9% | -16.6% | +3.2% |
| 1Y | +18.0% | +32.0% | -14.0% | +6.1% |
| 3Y | -9.7% | +110.9% | -120.6% | -31.4% |
| 5Y | +40.1% | +138.5% | -98.3% | +0.5% |
| 10Y | -19.1% | +302.3% | -321.4% | -50.0% |
| All | +498.3% | +7,642.7% | -7,144.3% | +68.5% |
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 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