+402.8%
NVT vs CCEP
+105.7%
+297.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | +2.0% | -5.7% | +7.8% | +3.8% |
| 30D | -7.2% | -3.4% | -3.8% | -6.4% |
| 3M | -0.9% | +5.5% | -6.4% | -3.5% |
| 6M | +42.6% | +2.2% | +40.4% | +40.0% |
| YTD | +52.9% | +14.6% | +38.2% | +43.5% |
| 1Y | +64.5% | +18.9% | +45.5% | +51.3% |
| 3Y | +178.0% | +82.6% | +95.4% | +101.7% |
| 5Y | +402.8% | +107.0% | +295.8% | +234.9% |
| All | +402.8% | +105.7% | +297.1% | +234.9% |
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