+22.0%
NXPI vs CCEP
+148.1%
-126.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | -4.4% | +2.6% | -6.9% | -5.5% |
| 30D | +5.6% | +15.1% | -9.6% | -0.8% |
| 3M | +7.6% | +7.3% | +0.3% | +3.9% |
| 6M | -17.6% | +23.4% | -41.0% | -25.8% |
| YTD | +15.9% | +29.4% | -13.5% | +0.7% |
| 1Y | +22.4% | +34.2% | -11.8% | +4.1% |
| 3Y | +43.2% | +108.4% | -65.1% | -11.2% |
| All | +22.0% | +148.1% | -126.1% | -34.1% |
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