+146.8%
NUE vs CCEP
+105.2%
+41.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.5% |
| 7D | -2.3% | -3.7% | +1.4% | -1.0% |
| 30D | -6.1% | -2.1% | -4.0% | -5.5% |
| 3M | +1.7% | +7.2% | -5.5% | -1.4% |
| 6M | +53.1% | +3.3% | +49.8% | +50.2% |
| YTD | +59.0% | +15.7% | +43.4% | +48.8% |
| 1Y | +85.3% | +16.6% | +68.8% | +72.4% |
| 3Y | +63.2% | +84.3% | -21.0% | +18.8% |
| 5Y | +146.8% | +109.0% | +37.8% | +74.4% |
| All | +146.8% | +105.2% | +41.5% | +74.4% |
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