-6.3%
NVTS vs CCEP
+133.8%
-140.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +0.9% | +1.4% |
| 7D | +9.7% | -1.0% | +10.7% | +10.0% |
| 30D | -13.6% | -1.6% | -12.0% | -13.3% |
| 3M | -51.0% | +11.9% | -62.8% | -54.4% |
| 6M | +46.3% | +7.5% | +38.9% | +38.5% |
| YTD | +68.1% | +18.7% | +49.3% | +49.0% |
| 1Y | +113.9% | +21.4% | +92.5% | +84.4% |
| 3Y | +45.3% | +89.1% | -43.8% | -19.5% |
| All | -6.3% | +133.8% | -140.0% | -54.6% |
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 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