+741.5%
HWM vs CCEP
+105.1%
+636.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | +0.8% |
| 7D | -2.1% | -3.1% | +1.0% | -0.9% |
| 30D | -11.0% | -2.6% | -8.4% | -10.1% |
| 3M | +4.0% | +14.9% | -10.9% | -2.5% |
| 6M | -0.2% | +2.3% | -2.5% | -1.8% |
| YTD | +26.7% | +17.8% | +8.8% | +17.0% |
| 1Y | +44.7% | +24.2% | +20.5% | +29.7% |
| 3Y | +426.1% | +84.7% | +341.4% | +273.5% |
| All | +741.5% | +105.1% | +636.3% | +448.8% |
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