+7,533.9%
CCEP vs SWK
+1,585.9%
+5,948.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.1% | -9.3% | +0.3% |
| 7D | +4.2% | +17.9% | -13.6% | -0.5% |
| 30D | +14.2% | +31.9% | -17.8% | +5.7% |
| 3M | +9.1% | +16.6% | -7.4% | +4.3% |
| 6M | +26.9% | +61.1% | -34.3% | +10.3% |
| YTD | +29.1% | +64.2% | -35.1% | +10.8% |
| 1Y | +36.8% | +85.2% | -48.4% | +13.2% |
| 3Y | +108.5% | +50.2% | +58.3% | +74.6% |
| 5Y | +155.8% | -22.8% | +178.6% | +153.2% |
| 10Y | +300.3% | +35.8% | +264.6% | +218.4% |
| All | +7,533.9% | +1,585.9% | +5,948.0% | +2,698.5% |
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 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