+28.0%
NXT vs CCEP
+18.5%
+9.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -4.3% |
| 7D | -0.2% | -3.7% | +3.5% | -1.2% |
| 30D | -20.0% | -2.1% | -17.9% | -20.3% |
| 3M | -30.9% | +7.2% | -38.1% | -29.8% |
| 6M | -23.8% | +3.3% | -27.1% | -22.7% |
| YTD | -5.4% | +15.7% | -21.1% | +3.0% |
| 1Y | +28.0% | +16.6% | +11.5% | +39.4% |
| All | +28.0% | +18.5% | +9.5% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling