+135.4%
NOK vs CCEP
+17.4%
+118.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +0.7% |
| 7D | +9.3% | -3.7% | +13.0% | +8.7% |
| 30D | +17.9% | -2.1% | +19.9% | +17.5% |
| 3M | -22.3% | +7.2% | -29.5% | -22.1% |
| 6M | +36.4% | +3.3% | +33.1% | +37.7% |
| YTD | +66.3% | +15.7% | +50.6% | +69.5% |
| All | +135.4% | +17.4% | +118.1% | +141.3% |
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