+133.9%
HL vs CCEP
+24.3%
+109.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.8% |
| 7D | +1.5% | -3.1% | +4.5% | +1.2% |
| 30D | +25.1% | -2.6% | +27.7% | +25.0% |
| 3M | +22.9% | +14.9% | +8.0% | +24.0% |
| 6M | -4.9% | +2.3% | -7.2% | -5.6% |
| YTD | +7.8% | +17.8% | -10.0% | +19.2% |
| 1Y | +133.9% | +24.2% | +109.7% | +170.8% |
| All | +133.9% | +24.3% | +109.6% | +170.8% |
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