+36.5%
CCEP vs SWK
+82.9%
-46.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.8% | +1.7% |
| 7D | +5.7% | +11.3% | -5.5% | +3.9% |
| 30D | +15.3% | +28.1% | -12.8% | +11.3% |
| 3M | +8.0% | +12.6% | -4.6% | +5.8% |
| 6M | +26.7% | +51.7% | -25.0% | +18.8% |
| YTD | +30.7% | +60.0% | -29.3% | +21.0% |
| 1Y | +36.5% | +72.7% | -36.1% | +24.5% |
| All | +36.5% | +82.9% | -46.4% | +24.5% |
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