+125.1%
NU vs CCEP
+89.4%
+35.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +6.0% | -1.0% | +7.0% | +6.3% |
| 30D | +10.8% | -1.6% | +12.4% | +11.3% |
| 3M | +32.2% | +11.9% | +20.3% | +27.9% |
| 6M | +5.1% | +7.5% | -2.3% | +2.8% |
| YTD | -8.4% | +18.7% | -27.2% | -13.4% |
| 1Y | +0.7% | +21.4% | -20.7% | -5.7% |
| 3Y | +125.1% | +89.1% | +36.0% | +67.5% |
| All | +125.1% | +89.4% | +35.7% | +67.5% |
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