+1,579.2%
HWM vs CCEP
+299.9%
+1,279.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.2% | +3.9% | +4.4% |
| 7D | +1.6% | +1.7% | -0.1% | +0.4% |
| 30D | -3.9% | +12.7% | -16.6% | -10.6% |
| 3M | -23.2% | +8.5% | -31.7% | -27.3% |
| 6M | -20.0% | +25.6% | -45.5% | -30.8% |
| YTD | +5.7% | +30.9% | -25.2% | -11.2% |
| 1Y | +4.9% | +32.0% | -27.1% | -12.4% |
| 3Y | +347.0% | +110.9% | +236.1% | +171.5% |
| 5Y | +563.0% | +138.5% | +424.6% | +264.1% |
| 10Y | +1,579.2% | +302.3% | +1,276.8% | +593.1% |
| All | +1,579.2% | +299.9% | +1,279.2% | +593.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling