+131.1%
NTAP vs CCEP
+105.1%
+26.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.8% |
| 7D | -0.8% | -3.1% | +2.3% | -0.1% |
| 30D | -0.5% | -2.6% | +2.1% | 0.0% |
| 3M | +4.1% | +14.9% | -10.9% | +0.2% |
| 6M | +88.0% | +2.3% | +85.7% | +86.4% |
| YTD | +75.6% | +17.8% | +57.7% | +66.5% |
| 1Y | +58.9% | +24.2% | +34.7% | +48.0% |
| 3Y | +153.6% | +84.7% | +68.8% | +100.1% |
| All | +131.1% | +105.1% | +26.0% | +70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling