+156.1%
HPQ vs CCEP
+342.6%
-186.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.1% |
| 7D | +3.2% | +2.1% | +1.1% | +2.3% |
| 30D | -3.6% | +10.6% | -14.2% | -7.5% |
| 3M | -5.3% | +10.3% | -15.6% | -9.4% |
| 6M | +41.1% | +31.1% | +10.1% | +25.1% |
| YTD | +36.9% | +32.1% | +4.7% | +20.0% |
| 1Y | +23.5% | +32.8% | -9.3% | +8.0% |
| 3Y | +19.6% | +111.3% | -91.8% | -17.0% |
| 5Y | +11.4% | +147.5% | -136.1% | -29.5% |
| All | +156.1% | +342.6% | -186.5% | +26.2% |
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