+136.0%
NVO vs CCEP
+236.1%
-100.1%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | -7.6% | -2.8% | -4.7% | -7.0% |
| 30D | -6.0% | -4.0% | -1.9% | -5.1% |
| 3M | -0.8% | +5.2% | -6.0% | -1.8% |
| 6M | +16.5% | +2.7% | +13.7% | +15.7% |
| YTD | -11.1% | +14.5% | -25.6% | -14.0% |
| 1Y | -16.7% | +17.2% | -33.9% | -19.9% |
| 3Y | -52.9% | +79.3% | -132.2% | -58.7% |
| 5Y | -3.0% | +106.8% | -109.7% | -18.5% |
| All | +136.0% | +236.1% | -100.1% | +79.4% |
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