+30.6%
HUM vs CCEP
+24.3%
+6.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.6% |
| 7D | +4.2% | -3.1% | +7.2% | +3.8% |
| 30D | +10.4% | -2.6% | +13.0% | +10.1% |
| 3M | +15.1% | +14.9% | +0.1% | +18.3% |
| 6M | +120.9% | +2.3% | +118.7% | +120.6% |
| YTD | +57.9% | +17.8% | +40.1% | +68.6% |
| 1Y | +30.6% | +24.2% | +6.3% | +45.2% |
| All | +30.6% | +24.3% | +6.3% | +45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling