-38.7%
NOW vs CCEP
+36.9%
-75.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.8% | -4.2% | +0.1% |
| 7D | -27.5% | +4.2% | -31.8% | -27.2% |
| 30D | -20.0% | +14.2% | -34.2% | -18.8% |
| 3M | -7.9% | +9.1% | -17.0% | -7.0% |
| 6M | +18.3% | +26.9% | -8.5% | +27.7% |
| YTD | -29.0% | +29.1% | -58.1% | -23.1% |
| 1Y | -38.7% | +36.8% | -75.5% | -34.8% |
| All | -38.7% | +36.9% | -75.6% | -34.8% |
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 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