+249.3%
HL vs CCEP
+105.2%
+144.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.5% | +2.9% |
| 7D | +0.4% | -3.7% | +4.1% | +1.8% |
| 30D | +18.8% | -2.1% | +20.9% | +19.5% |
| 3M | +43.7% | +7.2% | +36.5% | +38.9% |
| 6M | -1.0% | +3.3% | -4.3% | -3.0% |
| YTD | +8.7% | +15.7% | -7.0% | +1.2% |
| 1Y | +105.0% | +16.6% | +88.4% | +89.2% |
| 3Y | +427.3% | +84.3% | +343.0% | +287.2% |
| 5Y | +249.3% | +109.0% | +140.3% | +131.8% |
| All | +249.3% | +105.2% | +144.0% | +131.8% |
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 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