-30.2%
NVD vs CCEP
+36.9%
-67.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.8% | +2.6% | +4.0% |
| 7D | +15.0% | +4.2% | +10.7% | +12.3% |
| 30D | +39.3% | +14.2% | +25.1% | +30.3% |
| 3M | +3.1% | +9.1% | -6.0% | -1.4% |
| 6M | -19.0% | +26.9% | -45.8% | -25.5% |
| YTD | -35.5% | +29.1% | -64.6% | -44.5% |
| 1Y | -30.2% | +36.8% | -67.0% | -42.8% |
| All | -30.2% | +36.9% | -67.1% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling