+1,101.8%
NBIS vs CCEP
+40.1%
+1,061.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.1% | -3.2% |
| 7D | +17.8% | -3.7% | +21.4% | +14.8% |
| 30D | +30.5% | -2.1% | +32.6% | +28.8% |
| 3M | +9.2% | +7.2% | +2.0% | +15.8% |
| 6M | +153.2% | +3.3% | +149.9% | +169.4% |
| YTD | +187.1% | +15.7% | +171.5% | +219.6% |
| 1Y | +151.1% | +16.6% | +134.5% | +181.2% |
| All | +1,101.8% | +40.1% | +1,061.7% | +1,558.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling