+2,672.5%
NVDL vs CCEP
+113.0%
+2,559.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.8% | -3.9% |
| 7D | +7.3% | -1.0% | +8.3% | +7.2% |
| 30D | -0.7% | -1.6% | +0.9% | -0.8% |
| 3M | +9.5% | +11.9% | -2.4% | +9.6% |
| 6M | +41.6% | +7.5% | +34.2% | +42.2% |
| YTD | +23.3% | +18.7% | +4.6% | +23.6% |
| 1Y | +40.3% | +21.4% | +18.9% | +40.1% |
| 3Y | +692.2% | +89.1% | +603.1% | +565.9% |
| All | +2,672.5% | +113.0% | +2,559.6% | +1,849.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling