+176.5%
NXT vs CCEP
+113.9%
+62.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.4% |
| 7D | -9.4% | +2.1% | -11.5% | -9.5% |
| 30D | +15.1% | +10.6% | +4.5% | +14.3% |
| 3M | -9.1% | +10.3% | -19.4% | -9.7% |
| 6M | -30.3% | +31.1% | -61.4% | -33.0% |
| YTD | +9.1% | +32.1% | -23.0% | +5.5% |
| 1Y | +7.9% | +32.8% | -24.9% | +4.1% |
| 3Y | +176.5% | +111.3% | +65.2% | +127.4% |
| All | +176.5% | +113.9% | +62.6% | +127.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling