+36.8%
CCEP vs SWK
+87.6%
-50.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | +1.8% |
| 7D | +4.2% | +17.9% | -13.6% | +1.6% |
| 30D | +14.2% | +31.9% | -17.8% | +9.6% |
| 3M | +9.1% | +16.6% | -7.4% | +6.4% |
| 6M | +26.9% | +61.1% | -34.3% | +17.8% |
| YTD | +29.1% | +64.2% | -35.1% | +18.6% |
| 1Y | +36.8% | +85.2% | -48.4% | +22.7% |
| All | +36.8% | +87.6% | -50.9% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling