+1,065.2%
NRG vs CCEP
+236.1%
+829.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.7% | -2.8% | -1.8% | -3.6% |
| 30D | -6.0% | -4.0% | -1.9% | -4.6% |
| 3M | -8.0% | +5.2% | -13.2% | -10.3% |
| 6M | -23.2% | +2.7% | -25.9% | -24.5% |
| YTD | -28.1% | +14.5% | -42.6% | -32.4% |
| 1Y | -27.3% | +17.2% | -44.4% | -32.7% |
| 3Y | +208.7% | +79.3% | +129.3% | +135.2% |
| 5Y | +197.7% | +106.8% | +90.9% | +108.0% |
| All | +1,065.2% | +236.1% | +829.0% | +529.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling