+149.5%
NTAP vs CCEP
+113.9%
+35.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -2.4% |
| 7D | +7.2% | +2.1% | +5.1% | +7.4% |
| 30D | -18.4% | +10.6% | -29.0% | -17.8% |
| 3M | -11.3% | +10.3% | -21.6% | -10.5% |
| 6M | +53.8% | +31.1% | +22.7% | +54.3% |
| YTD | +72.0% | +32.1% | +39.8% | +71.6% |
| 1Y | +68.0% | +32.8% | +35.2% | +67.6% |
| 3Y | +149.5% | +111.3% | +38.1% | +149.3% |
| All | +149.5% | +113.9% | +35.6% | +149.3% |
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 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