+249.2%
HPE vs CCEP
+89.4%
+159.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.7% | +7.0% | +7.7% |
| 7D | +10.1% | -1.0% | +11.1% | +10.2% |
| 30D | +5.3% | -1.6% | +6.9% | +5.4% |
| 3M | +12.7% | +11.9% | +0.8% | +11.3% |
| 6M | +167.7% | +7.5% | +160.2% | +165.6% |
| YTD | +135.5% | +18.7% | +116.7% | +128.8% |
| 1Y | +143.4% | +21.4% | +122.0% | +135.1% |
| 3Y | +249.2% | +89.1% | +160.1% | +193.7% |
| All | +249.2% | +89.4% | +159.7% | +193.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling