+243.8%
HPQ vs CCEP
+236.1%
+7.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.1% | +8.5% | +8.4% |
| 7D | +9.8% | -2.8% | +12.6% | +10.9% |
| 30D | +22.4% | -4.0% | +26.4% | +24.2% |
| 3M | +45.2% | +5.2% | +40.0% | +41.7% |
| 6M | +96.4% | +2.7% | +93.7% | +92.8% |
| YTD | +65.4% | +14.5% | +50.9% | +54.3% |
| 1Y | +31.6% | +17.2% | +14.4% | +21.3% |
| 3Y | +37.0% | +79.3% | -42.3% | +2.3% |
| 5Y | +53.0% | +106.8% | -53.8% | +5.0% |
| All | +243.8% | +236.1% | +7.7% | +88.7% |
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 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