+3,059.8%
NTRA vs CCEP
+236.1%
+2,823.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +0.2% | -2.8% | +3.1% | +1.2% |
| 30D | +4.1% | -4.0% | +8.1% | +5.5% |
| 3M | +50.0% | +5.2% | +44.8% | +46.6% |
| 6M | +67.3% | +2.7% | +64.6% | +64.4% |
| YTD | +43.6% | +14.5% | +29.1% | +34.7% |
| 1Y | +89.2% | +17.2% | +72.1% | +75.4% |
| 3Y | +502.5% | +79.3% | +423.2% | +367.2% |
| 5Y | +173.8% | +106.8% | +67.0% | +98.8% |
| All | +3,059.8% | +236.1% | +2,823.6% | +2,109.9% |
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