+49.2%
HUM vs CCEP
+18.3%
+30.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +2.1% | -2.8% | +4.9% | +1.8% |
| 30D | +5.4% | -4.0% | +9.4% | +5.1% |
| 3M | +11.4% | +5.2% | +6.2% | +12.4% |
| 6M | +141.5% | +2.7% | +138.8% | +142.3% |
| YTD | +61.2% | +14.5% | +46.7% | +70.6% |
| 1Y | +49.2% | +17.2% | +32.0% | +60.9% |
| All | +49.2% | +18.3% | +30.9% | +60.9% |
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 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