+1,040.6%
NBIS vs CCEP
+38.8%
+1,001.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -5.7% |
| 7D | +8.3% | -5.7% | +14.0% | +4.1% |
| 30D | +18.1% | -3.4% | +21.5% | +15.4% |
| 3M | +7.8% | +5.5% | +2.2% | +13.1% |
| 6M | +136.6% | +2.2% | +134.3% | +150.0% |
| YTD | +172.5% | +14.6% | +157.9% | +201.4% |
| 1Y | +144.3% | +18.9% | +125.3% | +172.3% |
| All | +1,040.6% | +38.8% | +1,001.8% | +1,464.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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