+6.8%
NOW vs CCEP
+105.1%
-98.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.1% | +0.1% | -1.8% |
| 7D | -2.4% | -3.1% | +0.7% | -1.2% |
| 30D | +20.5% | -2.6% | +23.1% | +21.6% |
| 3M | +18.3% | +14.9% | +3.4% | +12.6% |
| 6M | +24.1% | +2.3% | +21.8% | +22.7% |
| YTD | -7.8% | +17.8% | -25.6% | -14.7% |
| 1Y | -21.4% | +24.2% | -45.6% | -29.3% |
| 3Y | +19.5% | +84.7% | -65.2% | -14.8% |
| All | +6.8% | +105.1% | -98.3% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling