+326.9%
NSC vs CCEP
+244.1%
+82.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | -1.5% | -1.0% | -0.5% | -1.2% |
| 30D | -1.9% | -1.6% | -0.3% | -1.4% |
| 3M | +6.2% | +11.9% | -5.6% | +1.3% |
| 6M | +9.2% | +7.5% | +1.7% | +5.6% |
| YTD | +15.0% | +18.7% | -3.7% | +6.8% |
| 1Y | +21.1% | +21.4% | -0.3% | +11.2% |
| 3Y | +78.6% | +89.1% | -10.5% | +35.3% |
| 5Y | +45.9% | +108.7% | -62.8% | +4.2% |
| 10Y | +326.9% | +241.0% | +85.9% | +164.5% |
| All | +326.9% | +244.1% | +82.8% | +164.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling