+73.7%
HST vs CCEP
+108.6%
-34.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.2% |
| 7D | +2.0% | -1.0% | +3.0% | +2.4% |
| 30D | -5.2% | -1.6% | -3.6% | -4.7% |
| 3M | -6.2% | +11.9% | -18.1% | -10.8% |
| 6M | +20.4% | +7.5% | +13.0% | +16.3% |
| YTD | +30.6% | +18.7% | +11.9% | +20.3% |
| 1Y | +37.4% | +21.4% | +16.0% | +25.0% |
| 3Y | +66.1% | +89.1% | -23.0% | +17.6% |
| 5Y | +73.7% | +108.7% | -35.0% | +11.6% |
| All | +73.7% | +108.6% | -34.9% | +11.6% |
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