+688.3%
NVDL vs CCEP
+84.3%
+604.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | -2.2% |
| 7D | -0.8% | -3.7% | +2.8% | -1.5% |
| 30D | +3.4% | -2.1% | +5.5% | +3.1% |
| 3M | +8.1% | +7.2% | +0.9% | +8.8% |
| 6M | +31.9% | +3.3% | +28.6% | +32.7% |
| YTD | +21.1% | +15.7% | +5.4% | +23.1% |
| 1Y | +34.0% | +16.6% | +17.5% | +36.8% |
| All | +688.3% | +84.3% | +604.0% | +598.6% |
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 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