+250.6%
SMH vs CCEP
+140.5%
+110.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.3% | +4.6% | +4.7% |
| 7D | +0.5% | +1.8% | -1.2% | 0.0% |
| 30D | -14.2% | +12.2% | -26.4% | -17.7% |
| 3M | -11.5% | +10.7% | -22.2% | -15.0% |
| 6M | -12.0% | +27.5% | -39.5% | -20.8% |
| YTD | +40.8% | +31.3% | +9.4% | +24.6% |
| 1Y | +44.9% | +29.9% | +15.0% | +28.7% |
| 3Y | +226.7% | +111.1% | +115.6% | +112.4% |
| 5Y | +250.6% | +142.3% | +108.3% | +101.6% |
| All | +250.6% | +140.5% | +110.1% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling