-99.2%
NVD vs CCEP
+82.5%
-181.7%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.6% | +4.4% | +2.2% |
| 7D | +0.5% | -3.7% | +4.2% | +1.0% |
| 30D | -9.3% | -2.1% | -7.2% | -8.9% |
| 3M | -22.1% | +7.2% | -29.3% | -22.2% |
| 6M | -45.8% | +3.3% | -49.1% | -45.9% |
| YTD | -46.7% | +15.7% | -62.4% | -47.1% |
| 1Y | -59.5% | +16.6% | -76.0% | -60.0% |
| 3Y | -99.2% | +84.3% | -183.4% | -99.0% |
| All | -99.2% | +82.5% | -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 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