-99.1%
NVD vs CCEP
+80.7%
-179.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +10.8% | -2.8% | +13.7% | +11.2% |
| 30D | +0.8% | -4.0% | +4.8% | +1.4% |
| 3M | -20.8% | +5.2% | -26.0% | -20.8% |
| 6M | -41.2% | +2.7% | -43.9% | -41.2% |
| YTD | -44.2% | +14.5% | -58.7% | -44.5% |
| 1Y | -54.2% | +17.2% | -71.3% | -54.5% |
| 3Y | -99.1% | +79.3% | -178.5% | -99.0% |
| All | -99.1% | +80.7% | -179.8% | -99.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling