+568.7%
NTAP vs CCEP
+236.5%
+332.2%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -1.0% | -5.7% | +4.8% | +1.0% |
| 30D | -7.5% | -3.4% | -4.1% | -6.4% |
| 3M | +14.6% | +5.5% | +9.1% | +12.1% |
| 6M | +91.0% | +2.2% | +88.8% | +88.1% |
| YTD | +73.7% | +14.6% | +59.0% | +63.4% |
| 1Y | +51.2% | +18.9% | +32.3% | +40.0% |
| 3Y | +146.1% | +82.6% | +63.5% | +89.0% |
| 5Y | +122.8% | +107.0% | +15.9% | +59.7% |
| All | +568.7% | +236.5% | +332.2% | +306.0% |
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