+43.4%
SMH vs CCEP
+36.9%
+6.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.8% | -6.6% | -1.4% |
| 7D | -11.2% | +4.2% | -15.4% | -9.8% |
| 30D | -20.4% | +14.2% | -34.6% | -17.3% |
| 3M | -12.4% | +9.1% | -21.6% | -9.7% |
| 6M | -0.5% | +26.9% | -27.4% | +2.7% |
| YTD | +40.0% | +29.1% | +10.9% | +53.6% |
| 1Y | +43.4% | +36.8% | +6.6% | +60.4% |
| All | +43.4% | +36.9% | +6.5% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling