+184.5%
NOK vs CCEP
+84.3%
+100.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.4% |
| 7D | +9.3% | -3.7% | +13.0% | +9.8% |
| 30D | +17.9% | -2.1% | +19.9% | +18.1% |
| 3M | -22.3% | +7.2% | -29.5% | -23.7% |
| 6M | +36.4% | +3.3% | +33.1% | +35.2% |
| YTD | +66.3% | +15.7% | +50.6% | +59.8% |
| 1Y | +134.4% | +16.6% | +117.9% | +124.6% |
| All | +184.5% | +84.3% | +100.2% | +132.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling