+149.8%
NUE vs CCEP
+140.3%
+9.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | 0.0% |
| 7D | +6.1% | -0.3% | +6.4% | +6.2% |
| 30D | +2.7% | +11.0% | -8.2% | -1.3% |
| 3M | -3.8% | +9.2% | -13.0% | -7.2% |
| 6M | +14.0% | +27.2% | -13.2% | +3.2% |
| YTD | +61.2% | +30.3% | +30.9% | +43.9% |
| 1Y | +77.8% | +28.7% | +49.1% | +59.4% |
| 3Y | +78.2% | +109.4% | -31.2% | +22.1% |
| 5Y | +149.8% | +144.1% | +5.8% | +57.6% |
| All | +149.8% | +140.3% | +9.5% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling