+485.4%
NVDA vs CCEP
+149.0%
+336.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.4% | -4.7% |
| 7D | -11.6% | +1.7% | -13.2% | -12.3% |
| 30D | -22.1% | +12.7% | -34.8% | -25.9% |
| 3M | -20.1% | +8.5% | -28.6% | -23.1% |
| 6M | -16.8% | +25.6% | -42.3% | -25.5% |
| YTD | -4.0% | +30.9% | -34.9% | -16.5% |
| 1Y | -4.8% | +32.0% | -36.8% | -17.8% |
| 3Y | +281.7% | +110.9% | +170.8% | +124.4% |
| 5Y | +485.4% | +138.5% | +346.9% | +194.3% |
| All | +485.4% | +149.0% | +336.4% | +194.3% |
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