+1,516.8%
HWM vs CCEP
+342.1%
+1,174.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.1% |
| 7D | +5.0% | +1.8% | +3.2% | +3.9% |
| 30D | +1.5% | +12.2% | -10.7% | -5.4% |
| 3M | -20.3% | +10.7% | -31.0% | -25.4% |
| 6M | -18.0% | +27.5% | -45.5% | -30.0% |
| YTD | +9.5% | +31.3% | -21.8% | -8.5% |
| 1Y | +7.5% | +29.9% | -22.4% | -9.7% |
| 3Y | +355.7% | +111.1% | +244.6% | +173.2% |
| 5Y | +610.2% | +142.3% | +467.9% | +279.9% |
| 10Y | +1,516.8% | +335.5% | +1,181.3% | +532.1% |
| All | +1,516.8% | +342.1% | +1,174.7% | +532.1% |
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