+32.2%
HPQ vs CCEP
+108.6%
-76.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.7% | -5.3% | -4.8% |
| 7D | -0.5% | -1.0% | +0.5% | -0.2% |
| 30D | +3.7% | -1.6% | +5.3% | +4.2% |
| 3M | +24.3% | +11.9% | +12.4% | +19.4% |
| 6M | +64.8% | +7.5% | +57.3% | +60.1% |
| YTD | +43.9% | +18.7% | +25.2% | +34.2% |
| 1Y | +11.7% | +21.4% | -9.8% | +3.0% |
| 3Y | +19.7% | +89.1% | -69.4% | -11.0% |
| 5Y | +32.2% | +108.7% | -76.5% | -6.9% |
| All | +32.2% | +108.6% | -76.3% | -6.9% |
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 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