+27.1%
SW vs CCEP
+34.9%
-7.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -2.1% |
| 7D | +4.7% | +5.7% | -1.1% | +1.7% |
| 30D | +5.0% | +15.3% | -10.3% | -2.6% |
| 3M | -7.3% | +8.0% | -15.4% | -11.1% |
| 6M | +15.0% | +26.7% | -11.7% | +0.5% |
| YTD | +18.5% | +30.7% | -12.2% | +1.7% |
| 1Y | +27.1% | +36.5% | -9.4% | +7.5% |
| All | +27.1% | +34.9% | -7.7% | +7.5% |
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