+576.6%
NTAP vs CCEP
+299.9%
+276.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.2% | +2.9% | +3.7% |
| 7D | -5.0% | +1.7% | -6.6% | -5.6% |
| 30D | -25.8% | +12.7% | -38.5% | -28.9% |
| 3M | -6.9% | +8.5% | -15.4% | -10.0% |
| 6M | +50.0% | +25.6% | +24.4% | +37.2% |
| YTD | +66.9% | +30.9% | +36.0% | +49.5% |
| 1Y | +58.3% | +32.0% | +26.3% | +41.2% |
| 3Y | +145.1% | +110.9% | +34.2% | +78.9% |
| 5Y | +114.2% | +138.5% | -24.3% | +46.1% |
| 10Y | +576.6% | +302.3% | +274.2% | +289.5% |
| All | +576.6% | +299.9% | +276.6% | +289.5% |
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 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