+21.3%
NOK vs CCEP
+36.9%
-15.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.8% | -6.4% | -0.9% |
| 7D | -10.4% | +4.2% | -14.7% | -8.6% |
| 30D | -19.0% | +14.2% | -33.2% | -14.9% |
| 3M | -16.7% | +9.1% | -25.9% | -13.1% |
| 6M | -37.1% | +26.9% | -64.0% | -34.0% |
| YTD | +27.7% | +29.1% | -1.4% | +37.7% |
| 1Y | +21.3% | +36.8% | -15.5% | +27.6% |
| All | +21.3% | +36.9% | -15.6% | +27.6% |
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