-16.0%
NOW vs CCEP
+111.8%
-127.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.3% | -7.2% | -6.0% |
| 7D | -6.7% | +5.7% | -12.4% | -7.2% |
| 30D | -25.8% | +15.3% | -41.1% | -26.9% |
| 3M | -12.7% | +8.0% | -20.7% | -13.4% |
| 6M | +11.2% | +26.7% | -15.5% | +9.5% |
| YTD | -33.2% | +30.7% | -63.9% | -35.2% |
| 1Y | -41.8% | +36.5% | -78.4% | -44.3% |
| All | -16.0% | +111.8% | -127.8% | -26.3% |
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 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