+0.3%
HWM vs CCEP
+36.6%
-36.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.6% |
| 7D | +3.4% | +2.6% | +0.8% | +3.2% |
| 30D | -7.5% | +15.1% | -22.7% | -9.0% |
| 3M | -28.9% | +7.3% | -36.2% | -29.3% |
| 6M | -19.6% | +23.4% | -43.0% | -23.0% |
| YTD | +0.6% | +29.4% | -28.8% | -1.1% |
| 1Y | +0.3% | +34.2% | -33.9% | -2.2% |
| All | +0.3% | +36.6% | -36.3% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling