+215.0%
NXPI vs CCEP
+336.4%
-121.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | +9.4% | -0.3% | +9.7% | +9.5% |
| 30D | +18.1% | +11.0% | +7.1% | +12.3% |
| 3M | +15.0% | +9.2% | +5.8% | +9.8% |
| 6M | -8.4% | +27.2% | -35.6% | -19.2% |
| YTD | +24.8% | +30.3% | -5.5% | +7.8% |
| 1Y | +33.3% | +28.7% | +4.6% | +15.8% |
| 3Y | +51.0% | +109.4% | -58.4% | -0.2% |
| 5Y | +34.5% | +144.1% | -109.6% | -18.7% |
| All | +215.0% | +336.4% | -121.4% | +64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling