+225.8%
CCEP vs NIO
-43.2%
+269.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | +1.7% | +6.9% | -5.2% | +1.3% |
| 30D | +12.7% | -4.7% | +17.4% | +12.9% |
| 3M | +8.5% | -28.1% | +36.6% | +10.1% |
| 6M | +25.6% | -41.7% | +67.3% | +28.5% |
| YTD | +30.9% | -33.1% | +64.1% | +32.8% |
| 1Y | +32.0% | -50.3% | +82.3% | +35.7% |
| 3Y | +110.9% | -54.4% | +165.3% | +112.9% |
| 5Y | +138.5% | -91.6% | +230.1% | +151.8% |
| All | +225.8% | -43.2% | +269.0% | +207.3% |
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