+96.2%
SMH vs CCEP
+24.3%
+72.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.1% | +5.7% | +1.8% |
| 7D | +2.5% | -3.1% | +5.6% | +1.7% |
| 30D | -0.5% | -2.6% | +2.1% | -1.0% |
| 3M | -9.6% | +14.9% | -24.6% | -8.0% |
| 6M | +42.1% | +2.3% | +39.8% | +40.2% |
| YTD | +57.4% | +17.8% | +39.6% | +68.1% |
| 1Y | +96.2% | +24.2% | +72.0% | +117.1% |
| All | +96.2% | +24.3% | +72.0% | +117.1% |
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