+151.9%
HPQ vs CCEP
+336.4%
-184.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -1.9% | -0.3% | -1.6% | -1.8% |
| 30D | -5.7% | +11.0% | -16.7% | -9.7% |
| 3M | -0.4% | +9.2% | -9.6% | -4.4% |
| 6M | +40.0% | +27.2% | +12.8% | +25.6% |
| YTD | +34.6% | +30.3% | +4.3% | +18.7% |
| 1Y | +20.4% | +28.7% | -8.3% | +6.7% |
| 3Y | +18.3% | +109.4% | -91.1% | -17.6% |
| 5Y | +9.6% | +144.1% | -134.5% | -30.3% |
| All | +151.9% | +336.4% | -184.6% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling