+331.8%
ARKK vs CCEP
+236.1%
+95.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -2.8% | -0.2% | -2.0% |
| 30D | +2.7% | -4.0% | +6.7% | +4.2% |
| 3M | +10.8% | +5.2% | +5.6% | +8.0% |
| 6M | +14.4% | +2.7% | +11.7% | +12.3% |
| YTD | +8.7% | +14.5% | -5.9% | +1.5% |
| 1Y | +6.7% | +17.2% | -10.4% | -1.6% |
| 3Y | +87.4% | +79.3% | +8.1% | +40.8% |
| 5Y | -29.5% | +106.8% | -136.2% | -50.6% |
| All | +331.8% | +236.1% | +95.7% | +164.0% |
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