+72.8%
HCA vs CCEP
+107.2%
-34.4%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.5% | +1.4% |
| 7D | +5.4% | -2.8% | +8.2% | +6.5% |
| 30D | +3.0% | -4.0% | +7.0% | +4.5% |
| 3M | +13.0% | +5.2% | +7.8% | +10.7% |
| 6M | -20.3% | +2.7% | -23.0% | -21.4% |
| YTD | -8.2% | +14.5% | -22.7% | -13.5% |
| 1Y | +6.7% | +17.2% | -10.5% | -0.5% |
| 3Y | +60.4% | +79.3% | -18.9% | +23.0% |
| All | +72.8% | +107.2% | -34.4% | +23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling