+514.0%
NOW vs CCEP
+342.6%
+171.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.1% |
| 7D | +0.3% | +2.1% | -1.8% | -0.4% |
| 30D | -27.0% | +10.6% | -37.5% | -29.5% |
| 3M | -19.6% | +10.3% | -30.0% | -22.5% |
| 6M | +17.5% | +31.1% | -13.6% | +6.8% |
| YTD | -33.3% | +32.1% | -65.4% | -40.1% |
| 1Y | -39.8% | +32.8% | -72.7% | -46.2% |
| 3Y | -19.9% | +111.3% | -131.3% | -40.6% |
| 5Y | -26.1% | +147.5% | -173.6% | -49.0% |
| All | +514.0% | +342.6% | +171.4% | +231.7% |
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