+3.4%
NU vs CCEP
+24.3%
-20.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.5% |
| 7D | +7.5% | -3.1% | +10.5% | +8.0% |
| 30D | +6.1% | -2.6% | +8.7% | +6.6% |
| 3M | +26.8% | +14.9% | +11.9% | +25.1% |
| 6M | +2.5% | +2.3% | +0.2% | +0.6% |
| YTD | -8.2% | +17.8% | -26.0% | -8.5% |
| 1Y | +3.4% | +24.2% | -20.8% | +2.9% |
| All | +3.4% | +24.3% | -20.9% | +2.9% |
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 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