+70.9%
NVT vs CCEP
+24.3%
+46.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +1.5% |
| 7D | +5.1% | -3.1% | +8.1% | +4.0% |
| 30D | -3.7% | -2.6% | -1.1% | -4.4% |
| 3M | -10.1% | +14.9% | -25.1% | -7.8% |
| 6M | +37.5% | +2.3% | +35.2% | +36.4% |
| YTD | +53.7% | +17.8% | +35.9% | +65.5% |
| 1Y | +70.9% | +24.2% | +46.7% | +89.1% |
| All | +70.9% | +24.3% | +46.6% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling