+102.7%
NOK vs CCEP
+105.2%
-2.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.6% | +3.6% | +1.9% |
| 7D | +9.3% | -3.7% | +13.0% | +10.7% |
| 30D | +17.9% | -2.1% | +19.9% | +18.5% |
| 3M | -22.3% | +7.2% | -29.5% | -25.0% |
| 6M | +36.4% | +3.3% | +33.1% | +33.2% |
| YTD | +66.3% | +15.7% | +50.6% | +54.2% |
| 1Y | +134.4% | +16.6% | +117.9% | +116.0% |
| 3Y | +186.6% | +84.3% | +102.3% | +104.6% |
| 5Y | +102.7% | +109.0% | -6.3% | +29.6% |
| All | +102.7% | +105.2% | -2.6% | +29.6% |
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 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