+27.1%
SW vs CCEP
+36.6%
-9.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.5% |
| 7D | +2.3% | +2.6% | -0.2% | +0.9% |
| 30D | +6.8% | +15.1% | -8.4% | -1.0% |
| 3M | -5.2% | +7.3% | -12.5% | -8.8% |
| 6M | +7.4% | +23.4% | -16.0% | -4.7% |
| YTD | +17.4% | +29.4% | -12.0% | +1.1% |
| 1Y | +27.1% | +34.2% | -7.1% | +8.0% |
| All | +27.1% | +36.6% | -9.5% | +8.0% |
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