+10.3%
HPQ vs CCEP
+140.5%
-130.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -3.2% | +1.8% | -5.0% | -3.8% |
| 30D | -3.0% | +12.2% | -15.2% | -6.5% |
| 3M | +0.6% | +10.7% | -10.1% | -2.8% |
| 6M | +36.6% | +27.5% | +9.1% | +25.3% |
| YTD | +35.0% | +31.3% | +3.7% | +21.6% |
| 1Y | +23.1% | +29.9% | -6.8% | +11.3% |
| 3Y | +18.6% | +111.1% | -92.5% | -15.5% |
| 5Y | +10.3% | +142.3% | -132.0% | -28.0% |
| All | +10.3% | +140.5% | -130.1% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling