+171.4%
NTRA vs CCEP
+105.7%
+65.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | -0.5% | -5.7% | +5.3% | +1.7% |
| 30D | +4.3% | -3.4% | +7.7% | +5.4% |
| 3M | +50.6% | +5.5% | +45.1% | +46.6% |
| 6M | +63.9% | +2.2% | +61.7% | +61.2% |
| YTD | +42.4% | +14.6% | +27.7% | +32.6% |
| 1Y | +92.1% | +18.9% | +73.2% | +75.1% |
| 3Y | +501.7% | +82.6% | +419.1% | +332.9% |
| 5Y | +171.4% | +107.0% | +64.5% | +98.0% |
| All | +171.4% | +105.7% | +65.8% | +98.0% |
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