-21.5%
NOW vs CCEP
+111.2%
-132.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.1% | -3.1% |
| 7D | -8.7% | +5.4% | -14.1% | -9.2% |
| 30D | -29.3% | +12.8% | -42.0% | -30.2% |
| 3M | -21.8% | +10.9% | -32.7% | -22.7% |
| 6M | +9.2% | +25.6% | -16.4% | +7.6% |
| YTD | -35.0% | +31.0% | -66.0% | -37.0% |
| 1Y | -42.5% | +32.3% | -74.8% | -44.5% |
| 3Y | -21.5% | +110.5% | -132.1% | -31.1% |
| All | -21.5% | +111.2% | -132.8% | -31.1% |
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