+5,634.3%
HON vs CCEP
+6,869.6%
-1,235.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.9% |
| 7D | -3.6% | -3.1% | -0.5% | -2.7% |
| 30D | -15.3% | -2.6% | -12.7% | -14.7% |
| 3M | -7.9% | +14.9% | -22.8% | -11.9% |
| 6M | -18.1% | +2.3% | -20.3% | -18.9% |
| YTD | +3.8% | +17.8% | -14.0% | -1.7% |
| 1Y | +0.5% | +24.2% | -23.7% | -6.5% |
| 3Y | +19.8% | +84.7% | -65.0% | -1.8% |
| 5Y | +2.9% | +103.2% | -100.3% | -19.0% |
| 10Y | +134.6% | +257.4% | -122.7% | +53.4% |
| All | +5,634.3% | +6,869.6% | -1,235.3% | +1,748.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling