+70.8%
NVT vs CCEP
+18.3%
+52.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.8% | +4.6% |
| 7D | +4.1% | -2.8% | +6.9% | +3.2% |
| 30D | -5.1% | -4.0% | -1.1% | -6.2% |
| 3M | -1.2% | +5.2% | -6.4% | -0.3% |
| 6M | +46.6% | +2.7% | +43.9% | +45.4% |
| YTD | +60.0% | +14.5% | +45.5% | +70.2% |
| 1Y | +70.8% | +17.2% | +53.6% | +83.1% |
| All | +70.8% | +18.3% | +52.5% | +83.1% |
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