+307.7%
ARKK vs CCEP
+421.9%
-114.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.5% |
| 7D | -0.6% | +2.1% | -2.7% | -1.4% |
| 30D | -11.2% | +10.6% | -21.8% | -14.9% |
| 3M | -9.2% | +10.3% | -19.5% | -13.0% |
| 6M | -3.9% | +31.1% | -35.0% | -14.3% |
| YTD | -2.5% | +32.1% | -34.6% | -13.8% |
| 1Y | -2.7% | +32.8% | -35.6% | -14.3% |
| 3Y | +87.9% | +111.3% | -23.4% | +34.1% |
| 5Y | -35.7% | +147.5% | -183.2% | -57.1% |
| 10Y | +299.2% | +338.1% | -38.9% | +122.6% |
| All | +307.7% | +421.9% | -114.2% | +113.7% |
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