+7,629.5%
CCEP vs SWK
+1,542.3%
+6,087.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.8% | +2.0% |
| 7D | +5.7% | +11.3% | -5.5% | +2.5% |
| 30D | +15.3% | +28.1% | -12.8% | +7.6% |
| 3M | +8.0% | +12.6% | -4.6% | +4.2% |
| 6M | +26.7% | +51.7% | -25.0% | +12.0% |
| YTD | +30.7% | +60.0% | -29.3% | +13.0% |
| 1Y | +36.5% | +72.7% | -36.1% | +15.2% |
| 3Y | +111.1% | +46.3% | +64.8% | +78.0% |
| 5Y | +149.7% | -24.6% | +174.3% | +148.7% |
| 10Y | +305.3% | +32.2% | +273.1% | +224.6% |
| All | +7,629.5% | +1,542.3% | +6,087.2% | +2,753.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling