-21.3%
HUT vs CCEP
+147.2%
-168.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.4% | -8.5% | -7.8% |
| 7D | +9.3% | +2.1% | +7.2% | +8.2% |
| 30D | -23.1% | +10.6% | -33.7% | -28.8% |
| 3M | -30.6% | +10.3% | -40.9% | -36.2% |
| 6M | -46.9% | +31.1% | -77.9% | -57.9% |
| YTD | +25.3% | +32.1% | -6.8% | -1.4% |
| 1Y | +59.8% | +32.8% | +27.0% | +24.4% |
| 3Y | +467.2% | +111.3% | +355.9% | +132.4% |
| All | -21.3% | +147.2% | -168.5% | -73.4% |
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