+9.0%
HCA vs CCEP
+36.9%
-27.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +3.8% | +6.5% | +8.9% |
| 7D | +10.2% | +4.2% | +6.0% | +8.7% |
| 30D | +17.4% | +14.2% | +3.3% | +12.3% |
| 3M | +27.7% | +9.1% | +18.5% | +23.7% |
| 6M | +20.0% | +26.9% | -6.8% | +11.5% |
| YTD | +10.0% | +29.1% | -19.1% | +0.1% |
| 1Y | +9.0% | +36.8% | -27.8% | -3.6% |
| All | +9.0% | +36.9% | -27.9% | -3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling