+86.3%
HUT vs CCEP
+105.1%
-18.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.1% | +9.3% | +8.1% |
| 7D | +17.8% | -3.1% | +20.8% | +19.9% |
| 30D | +0.8% | -2.6% | +3.4% | +2.0% |
| 3M | -26.8% | +14.9% | -41.7% | -35.0% |
| 6M | +72.6% | +2.3% | +70.3% | +66.9% |
| YTD | +103.6% | +17.8% | +85.8% | +77.0% |
| 1Y | +265.3% | +24.2% | +241.1% | +198.5% |
| 3Y | +689.4% | +84.7% | +604.7% | +288.3% |
| All | +86.3% | +105.1% | -18.8% | -15.2% |
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 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