+506.3%
NOW vs CCEP
+315.0%
+191.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -8.7% | +5.4% | -14.1% | -10.4% |
| 30D | -29.3% | +12.8% | -42.0% | -32.2% |
| 3M | -21.8% | +10.9% | -32.7% | -24.7% |
| 6M | +9.2% | +25.6% | -16.4% | +0.8% |
| YTD | -35.0% | +31.0% | -66.0% | -41.5% |
| 1Y | -42.5% | +32.3% | -74.8% | -48.5% |
| 3Y | -21.5% | +110.5% | -132.1% | -41.7% |
| 5Y | -25.8% | +141.8% | -167.6% | -48.4% |
| 10Y | +506.3% | +341.1% | +165.2% | +228.6% |
| All | +506.3% | +315.0% | +191.3% | +228.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling