+71.7%
NUE vs CCEP
+113.9%
-42.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.4% | -4.9% | -3.6% |
| 7D | +2.8% | +2.1% | +0.7% | +2.5% |
| 30D | -2.1% | +10.6% | -12.7% | -3.4% |
| 3M | -7.3% | +10.3% | -17.6% | -8.5% |
| 6M | +8.9% | +31.1% | -22.2% | +4.3% |
| YTD | +55.6% | +32.1% | +23.5% | +48.8% |
| 1Y | +74.7% | +32.8% | +41.8% | +66.9% |
| 3Y | +71.7% | +111.3% | -39.7% | +57.1% |
| All | +71.7% | +113.9% | -42.2% | +57.1% |
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