-74.9%
HTZ vs CCEP
+109.2%
-184.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.8% | +5.3% | +7.4% |
| 7D | +18.9% | +4.2% | +14.7% | +16.5% |
| 30D | +26.3% | +14.2% | +12.1% | +18.0% |
| 3M | +49.7% | +9.1% | +40.5% | +43.0% |
| 6M | -61.1% | +26.9% | -88.0% | -66.2% |
| YTD | -56.0% | +29.1% | -85.1% | -62.5% |
| 1Y | -66.4% | +36.8% | -103.2% | -72.5% |
| All | -74.9% | +109.2% | -184.2% | -83.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling