-10.8%
NVTS vs CCEP
+36.9%
-47.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.8% | +5.2% | +12.4% |
| 7D | -0.3% | +4.2% | -4.6% | +3.6% |
| 30D | -24.4% | +14.2% | -38.6% | -14.6% |
| 3M | -26.5% | +9.1% | -35.6% | -19.5% |
| 6M | -41.4% | +26.9% | -68.3% | -27.7% |
| YTD | +30.7% | +29.1% | +1.6% | +103.3% |
| 1Y | -10.8% | +36.8% | -47.6% | +61.6% |
| All | -10.8% | +36.9% | -47.7% | +61.6% |
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