+1,591.1%
CCEP vs NVMI
+1,995.1%
-404.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.7% |
| 7D | -1.0% | +11.7% | -12.7% | -1.6% |
| 30D | -1.6% | -4.0% | +2.4% | -1.5% |
| 3M | +11.9% | -25.8% | +37.6% | +13.2% |
| 6M | +7.5% | -8.3% | +15.8% | +7.2% |
| YTD | +18.7% | +14.8% | +3.9% | +16.7% |
| 1Y | +21.4% | +37.9% | -16.5% | +17.7% |
| 3Y | +89.1% | +216.3% | -127.2% | +71.8% |
| 5Y | +108.7% | +277.2% | -168.5% | +86.5% |
| 10Y | +241.0% | +3,074.3% | -2,833.4% | +173.0% |
| All | +1,591.1% | +1,995.1% | -404.0% | +1,044.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling