+30.7%
NBIS vs CCEP
+30.9%
-0.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.4% | -11.3% | -8.0% |
| 7D | -10.5% | +2.1% | -12.6% | -8.1% |
| 30D | -37.7% | +10.6% | -48.3% | -27.5% |
| 3M | -54.6% | +10.3% | -64.9% | -47.1% |
| 6M | -44.1% | +31.1% | -75.2% | -17.5% |
| YTD | +38.4% | +32.1% | +6.3% | +123.7% |
| 1Y | +30.7% | +32.8% | -2.1% | +116.7% |
| All | +30.7% | +30.9% | -0.2% | +116.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling