+1,516.2%
HWM vs CCEP
+315.0%
+1,201.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -1.8% | +5.4% | -7.1% | -4.8% |
| 30D | -2.7% | +12.8% | -15.4% | -9.6% |
| 3M | -22.7% | +10.9% | -33.6% | -27.8% |
| 6M | -18.9% | +25.6% | -44.6% | -30.2% |
| YTD | +7.1% | +31.0% | -23.9% | -10.4% |
| 1Y | +4.7% | +32.3% | -27.6% | -13.1% |
| 3Y | +345.6% | +110.5% | +235.1% | +167.5% |
| 5Y | +588.3% | +141.8% | +446.5% | +268.4% |
| 10Y | +1,516.2% | +341.1% | +1,175.0% | +520.9% |
| All | +1,516.2% | +315.0% | +1,201.2% | +520.9% |
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 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