+32.2%
CCEP vs NIO
-51.1%
+83.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.2% |
| 7D | +1.7% | +6.9% | -5.2% | +1.6% |
| 30D | +12.7% | -4.7% | +17.4% | +12.7% |
| 3M | +8.5% | -28.1% | +36.6% | +8.7% |
| 6M | +25.6% | -41.7% | +67.3% | +26.0% |
| YTD | +30.9% | -33.1% | +64.1% | +30.8% |
| All | +32.2% | -51.1% | +83.3% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling