-18.6%
NRG vs CCEP
+24.3%
-42.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.1% | +9.5% | +6.4% |
| 7D | +7.1% | -3.1% | +10.2% | +7.1% |
| 30D | -1.4% | -2.6% | +1.2% | -1.4% |
| 3M | -10.5% | +14.9% | -25.4% | -11.5% |
| 6M | -26.7% | +2.3% | -29.0% | -29.9% |
| YTD | -24.5% | +17.8% | -42.4% | -20.3% |
| 1Y | -18.6% | +24.2% | -42.8% | -8.7% |
| All | -18.6% | +24.3% | -42.8% | -8.7% |
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