+135.6%
NTAP vs CCEP
+109.7%
+25.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.2% |
| 7D | -15.1% | +2.6% | -17.6% | -14.8% |
| 30D | -28.1% | +15.1% | -43.2% | -27.6% |
| 3M | -11.4% | +7.3% | -18.7% | -10.8% |
| 6M | +52.2% | +23.4% | +28.8% | +52.9% |
| YTD | +60.4% | +29.4% | +31.0% | +59.8% |
| 1Y | +51.0% | +34.2% | +16.8% | +49.8% |
| 3Y | +135.6% | +108.4% | +27.2% | +133.3% |
| All | +135.6% | +109.7% | +25.8% | +133.3% |
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