-16.3%
NOW vs CCEP
+109.7%
-126.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.3% |
| 7D | -3.0% | +2.6% | -5.6% | -3.3% |
| 30D | -26.0% | +15.1% | -41.2% | -27.1% |
| 3M | -13.1% | +7.3% | -20.4% | -13.8% |
| 6M | +14.5% | +23.4% | -8.9% | +13.0% |
| YTD | -33.4% | +29.4% | -62.8% | -35.4% |
| 1Y | -40.6% | +34.2% | -74.9% | -43.0% |
| 3Y | -16.3% | +108.4% | -124.7% | -26.6% |
| All | -16.3% | +109.7% | -126.1% | -26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling