-39.8%
NOW vs CCEP
+30.9%
-70.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.7% |
| 7D | +0.3% | +2.1% | -1.8% | +0.5% |
| 30D | -27.0% | +10.6% | -37.5% | -26.1% |
| 3M | -19.6% | +10.3% | -30.0% | -18.8% |
| 6M | +17.5% | +31.1% | -13.6% | +28.5% |
| YTD | -33.3% | +32.1% | -65.4% | -26.1% |
| 1Y | -39.8% | +32.8% | -72.7% | -33.3% |
| All | -39.8% | +30.9% | -70.8% | -33.3% |
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