-4.3%
HD vs CCEP
+36.6%
-40.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.3% |
| 7D | +4.3% | +2.6% | +1.8% | +3.0% |
| 30D | +20.2% | +15.1% | +5.1% | +12.6% |
| 3M | -1.0% | +7.3% | -8.3% | -4.5% |
| 6M | +7.9% | +23.4% | -15.5% | -2.9% |
| YTD | +2.0% | +29.4% | -27.4% | -9.9% |
| 1Y | -4.3% | +34.2% | -38.5% | -17.9% |
| All | -4.3% | +36.6% | -40.9% | -17.9% |
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