+2,490.2%
NVDL vs CCEP
+105.4%
+2,384.7%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -10.3% | -2.8% | -7.5% | -10.5% |
| 30D | -7.1% | -4.0% | -3.1% | -7.4% |
| 3M | +6.6% | +5.2% | +1.4% | +6.4% |
| 6M | +21.1% | +2.7% | +18.4% | +21.2% |
| YTD | +15.2% | +14.5% | +0.7% | +15.1% |
| 1Y | +18.8% | +17.2% | +1.6% | +18.4% |
| 3Y | +649.9% | +79.3% | +570.6% | +533.7% |
| All | +2,490.2% | +105.4% | +2,384.7% | +1,715.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling