-99.1%
NVD vs CCEP
+82.6%
-181.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +4.6% |
| 7D | +9.0% | -5.7% | +14.8% | +10.0% |
| 30D | -5.5% | -3.4% | -2.1% | -4.9% |
| 3M | -24.6% | +5.5% | -30.1% | -24.7% |
| 6M | -42.1% | +2.2% | -44.3% | -42.1% |
| YTD | -44.3% | +14.6% | -59.0% | -44.8% |
| 1Y | -54.2% | +18.9% | -73.1% | -54.6% |
| All | -99.1% | +82.6% | -181.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling