+40.6%
NVDL vs CCEP
+24.3%
+16.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.8% | -0.4% |
| 7D | +11.7% | -3.1% | +14.7% | +9.4% |
| 30D | +7.8% | -2.6% | +10.4% | +6.4% |
| 3M | +3.3% | +14.9% | -11.6% | +13.0% |
| 6M | +38.9% | +2.3% | +36.6% | +38.2% |
| YTD | +28.5% | +17.8% | +10.6% | +52.7% |
| 1Y | +40.6% | +24.2% | +16.4% | +91.0% |
| All | +40.6% | +24.3% | +16.3% | +91.0% |
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 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