-24.1%
NU vs CCEP
+36.9%
-61.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.8% | -0.6% | +2.8% |
| 7D | +0.2% | +4.2% | -4.1% | -0.4% |
| 30D | -21.0% | +14.2% | -35.2% | -23.0% |
| 3M | -16.3% | +9.1% | -25.5% | -17.6% |
| 6M | -15.3% | +26.9% | -42.2% | -18.8% |
| YTD | -28.4% | +29.1% | -57.5% | -30.7% |
| 1Y | -24.1% | +36.8% | -60.9% | -30.3% |
| All | -24.1% | +36.9% | -61.0% | -30.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling