+114.4%
HPE vs CCEP
+30.9%
+83.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.0% |
| 7D | +7.9% | +2.1% | +5.8% | +9.1% |
| 30D | -23.5% | +10.6% | -34.1% | -19.1% |
| 3M | -19.1% | +10.3% | -29.4% | -13.8% |
| 6M | +51.4% | +31.1% | +20.3% | +64.8% |
| YTD | +103.4% | +32.1% | +71.3% | +119.0% |
| 1Y | +114.4% | +32.8% | +81.6% | +130.9% |
| All | +114.4% | +30.9% | +83.5% | +130.9% |
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