+3,307.8%
CCEP vs NBIX
+1,204.8%
+2,103.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -5.7% | -1.1% | -4.6% | -5.7% |
| 30D | -3.4% | -3.3% | -0.1% | -3.2% |
| 3M | +5.5% | -2.7% | +8.2% | +5.6% |
| 6M | +2.2% | +20.6% | -18.3% | +0.6% |
| YTD | +14.6% | +10.4% | +4.2% | +13.5% |
| 1Y | +18.9% | +10.8% | +8.1% | +17.6% |
| 3Y | +82.6% | +43.3% | +39.3% | +75.7% |
| 5Y | +107.0% | +61.8% | +45.1% | +96.3% |
| 10Y | +235.1% | +218.3% | +16.8% | +195.3% |
| All | +3,307.8% | +1,204.8% | +2,103.0% | +2,080.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 all: compounded portfolio wealth divided by compounded NBIX 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…
all analysis · Full analysis span regression · 6 months rolling