+499.2%
NOW vs CCEP
+301.0%
+198.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -3.0% | +2.6% | -5.6% | -3.9% |
| 30D | -26.0% | +15.1% | -41.2% | -29.6% |
| 3M | -13.1% | +7.3% | -20.4% | -15.4% |
| 6M | +14.5% | +23.4% | -8.9% | +6.2% |
| YTD | -33.4% | +29.4% | -62.8% | -39.9% |
| 1Y | -40.6% | +34.2% | -74.9% | -47.2% |
| 3Y | -16.3% | +108.4% | -124.7% | -37.7% |
| 5Y | -26.3% | +147.3% | -173.6% | -49.2% |
| All | +499.2% | +301.0% | +198.2% | +244.7% |
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