-9.0%
NVD vs CCEP
+30.9%
-39.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.4% | +2.5% | +2.9% |
| 7D | +28.6% | +2.1% | +26.5% | +26.8% |
| 30D | +73.6% | +10.6% | +63.0% | +64.4% |
| 3M | +70.1% | +10.3% | +59.8% | +61.4% |
| 6M | +53.6% | +31.1% | +22.5% | +39.6% |
| YTD | -7.0% | +32.1% | -39.1% | -21.4% |
| 1Y | -9.0% | +32.8% | -41.8% | -24.1% |
| All | -9.0% | +30.9% | -39.9% | -24.1% |
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 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