+228.8%
CCEP vs NIO
-51.7%
+280.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.3% | +1.6% |
| 7D | +2.1% | -14.5% | +16.6% | +2.8% |
| 30D | +10.6% | -15.0% | +25.5% | +11.4% |
| 3M | +10.3% | -35.6% | +45.9% | +12.5% |
| 6M | +31.1% | -55.7% | +86.7% | +36.0% |
| YTD | +32.1% | -43.1% | +75.3% | +35.0% |
| 1Y | +32.8% | -53.5% | +86.4% | +37.0% |
| 3Y | +111.3% | -59.8% | +171.2% | +114.6% |
| 5Y | +147.5% | -93.2% | +240.7% | +163.8% |
| All | +228.8% | -51.7% | +280.5% | +212.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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