-28.1%
ARKK vs CCEP
+107.2%
-135.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -3.1% | -2.8% | -0.2% | -1.7% |
| 30D | +2.7% | -4.0% | +6.7% | +4.6% |
| 3M | +10.8% | +5.2% | +5.6% | +7.2% |
| 6M | +14.4% | +2.7% | +11.7% | +11.7% |
| YTD | +8.7% | +14.5% | -5.9% | -0.8% |
| 1Y | +6.7% | +17.2% | -10.4% | -4.5% |
| 3Y | +87.4% | +79.3% | +8.1% | +19.4% |
| All | -28.1% | +107.2% | -135.2% | -59.2% |
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 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