+56.4%
NU vs CCEP
+113.9%
-57.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.4% | +10.3% | +11.4% |
| 7D | +9.9% | +2.1% | +7.8% | +9.4% |
| 30D | -11.5% | +10.6% | -22.0% | -13.7% |
| 3M | -5.1% | +10.3% | -15.4% | -7.5% |
| 6M | +3.1% | +31.1% | -28.0% | -4.2% |
| YTD | -21.0% | +32.1% | -53.2% | -27.1% |
| 1Y | -15.2% | +32.8% | -48.0% | -21.8% |
| 3Y | +56.4% | +111.3% | -54.9% | +19.9% |
| All | +56.4% | +113.9% | -57.4% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling