+1,312.4%
NOK vs CCEP
+7,103.7%
-5,791.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.3% | +2.0% | +2.2% |
| 7D | +2.2% | +1.8% | +0.4% | +1.6% |
| 30D | -14.7% | +12.2% | -26.9% | -18.3% |
| 3M | -10.6% | +10.7% | -21.3% | -14.3% |
| 6M | -39.4% | +27.5% | -66.8% | -44.8% |
| YTD | +30.4% | +31.3% | -0.9% | +17.2% |
| 1Y | +22.3% | +29.9% | -7.6% | +10.3% |
| 3Y | +157.6% | +111.1% | +46.5% | +96.5% |
| 5Y | +64.6% | +142.3% | -77.8% | +19.2% |
| 10Y | +132.5% | +335.5% | -203.0% | +34.5% |
| All | +1,312.4% | +7,103.7% | -5,791.2% | +296.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling