+222.1%
CCEP vs NIO
-43.5%
+265.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.9% | -6.9% | -1.3% |
| 7D | +2.6% | +5.6% | -3.0% | +2.3% |
| 30D | +15.1% | -4.2% | +19.4% | +15.3% |
| 3M | +7.3% | -26.3% | +33.6% | +8.7% |
| 6M | +23.4% | -42.5% | +66.0% | +26.4% |
| YTD | +29.4% | -33.5% | +62.9% | +31.3% |
| 1Y | +34.2% | -52.7% | +86.9% | +38.3% |
| 3Y | +108.4% | -57.5% | +165.8% | +111.1% |
| 5Y | +147.3% | -92.0% | +239.2% | +161.5% |
| All | +222.1% | -43.5% | +265.6% | +203.9% |
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