+368.8%
ARKK vs CCEP
+365.5%
+3.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.1% | +0.1% |
| 7D | +1.9% | -3.1% | +5.0% | +3.1% |
| 30D | +13.2% | -2.6% | +15.8% | +14.1% |
| 3M | +7.7% | +14.9% | -7.3% | +1.5% |
| 6M | +15.1% | +2.3% | +12.8% | +13.3% |
| YTD | +12.1% | +17.8% | -5.8% | +4.0% |
| 1Y | +14.9% | +24.2% | -9.3% | +3.9% |
| 3Y | +99.3% | +84.7% | +14.6% | +50.5% |
| 5Y | -29.9% | +103.2% | -133.1% | -49.7% |
| 10Y | +351.6% | +257.4% | +94.2% | +169.3% |
| All | +368.8% | +365.5% | +3.3% | +157.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling