+36.8%
CCEP vs NVMI
-11.6%
+48.3%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.3% | +3.7% |
| 7D | +4.2% | -11.8% | +16.0% | +3.4% |
| 30D | +14.2% | -24.8% | +39.0% | +12.4% |
| 3M | +9.1% | -28.6% | +37.7% | +7.5% |
| 6M | +26.9% | -40.0% | +66.9% | +23.9% |
| YTD | +29.1% | -10.1% | +39.1% | +30.1% |
| 1Y | +36.8% | -9.8% | +46.5% | +37.9% |
| All | +36.8% | -11.6% | +48.3% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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