+6,005.0%
HON vs CCEP
+7,713.8%
-1,708.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.5% |
| 7D | +1.4% | +2.1% | -0.7% | +0.8% |
| 30D | +7.5% | +10.6% | -3.1% | +4.2% |
| 3M | -4.3% | +10.3% | -14.7% | -7.3% |
| 6M | -1.5% | +31.1% | -32.6% | -9.7% |
| YTD | +10.5% | +32.1% | -21.6% | +1.0% |
| 1Y | +8.5% | +32.8% | -24.3% | -1.0% |
| 3Y | +28.0% | +111.3% | -83.3% | +0.7% |
| 5Y | +12.0% | +147.5% | -135.5% | -16.9% |
| 10Y | +155.4% | +338.1% | -182.7% | +57.6% |
| All | +6,005.0% | +7,713.8% | -1,708.9% | +1,798.4% |
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