+2,494.8%
NVDL vs CCEP
+105.7%
+2,389.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.8% |
| 7D | -8.7% | -5.7% | -2.9% | -9.1% |
| 30D | -1.3% | -3.4% | +2.1% | -1.6% |
| 3M | +11.4% | +5.5% | +5.9% | +11.2% |
| 6M | +22.9% | +2.2% | +20.7% | +23.0% |
| YTD | +15.4% | +14.6% | +0.8% | +15.3% |
| 1Y | +18.8% | +18.9% | -0.2% | +18.0% |
| 3Y | +641.4% | +82.6% | +558.8% | +521.4% |
| All | +2,494.8% | +105.7% | +2,389.1% | +1,718.9% |
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