-43.2%
NVTS vs CCEP
+139.0%
-182.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | +9.6% | +5.4% | +4.2% | +7.5% |
| 30D | -13.0% | +12.8% | -25.7% | -17.6% |
| 3M | -28.8% | +10.9% | -39.6% | -32.4% |
| 6M | -48.5% | +25.6% | -74.1% | -54.9% |
| YTD | +31.4% | +31.0% | +0.4% | +11.1% |
| 1Y | -2.3% | +32.3% | -34.6% | -18.2% |
| 3Y | +49.8% | +110.5% | -60.7% | -22.4% |
| 5Y | -43.2% | +141.8% | -185.0% | -75.0% |
| All | -43.2% | +139.0% | -182.1% | -75.0% |
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