+521.8%
NOW vs CCEP
+342.1%
+179.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.1% |
| 7D | -5.6% | +1.8% | -7.3% | -6.1% |
| 30D | -26.8% | +12.2% | -38.9% | -29.7% |
| 3M | -19.4% | +10.7% | -30.1% | -22.3% |
| 6M | +12.3% | +27.5% | -15.2% | +3.1% |
| YTD | -32.9% | +31.3% | -64.3% | -39.7% |
| 1Y | -40.3% | +29.9% | -70.2% | -46.2% |
| 3Y | -19.1% | +111.1% | -130.1% | -40.0% |
| 5Y | -24.4% | +142.3% | -166.7% | -47.5% |
| 10Y | +521.8% | +335.5% | +186.3% | +240.9% |
| All | +521.8% | +342.1% | +179.7% | +240.9% |
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