+107.0%
CCEP vs NVMI
+263.1%
-156.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | -5.7% | +3.8% | -9.5% | -6.0% |
| 30D | -3.4% | -7.6% | +4.1% | -2.9% |
| 3M | +5.5% | -28.0% | +33.5% | +7.5% |
| 6M | +2.2% | -15.3% | +17.5% | +2.1% |
| YTD | +14.6% | +11.5% | +3.2% | +10.9% |
| 1Y | +18.9% | +31.6% | -12.7% | +12.2% |
| 3Y | +82.6% | +207.0% | -124.4% | +39.7% |
| 5Y | +107.0% | +262.8% | -155.9% | +46.4% |
| All | +107.0% | +263.1% | -156.1% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling