+195.8%
NXPI vs CCEP
+244.1%
-48.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.5% | -2.1% |
| 7D | +0.7% | -1.0% | +1.6% | +1.0% |
| 30D | -6.6% | -1.6% | -5.0% | -6.1% |
| 3M | -25.4% | +11.9% | -37.3% | -29.7% |
| 6M | +11.9% | +7.5% | +4.5% | +6.9% |
| YTD | +4.0% | +18.7% | -14.7% | -5.7% |
| 1Y | +1.0% | +21.4% | -20.4% | -9.8% |
| 3Y | +16.3% | +89.1% | -72.8% | -18.8% |
| 5Y | +17.7% | +108.7% | -91.0% | -22.9% |
| 10Y | +195.8% | +241.0% | -45.1% | +72.2% |
| All | +195.8% | +244.1% | -48.2% | +72.2% |
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