+203.7%
NRG vs CCEP
+82.6%
+121.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.0% |
| 7D | -0.2% | -5.7% | +5.6% | +0.9% |
| 30D | -6.8% | -3.4% | -3.4% | -6.3% |
| 3M | -7.1% | +5.5% | -12.6% | -8.6% |
| 6M | -27.6% | +2.2% | -29.8% | -28.5% |
| YTD | -29.2% | +14.6% | -43.8% | -31.1% |
| 1Y | -29.9% | +18.9% | -48.8% | -32.5% |
| All | +203.7% | +82.6% | +121.1% | +171.9% |
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