+51.0%
SWKS vs CCEP
+336.4%
-285.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +3.0% |
| 7D | +10.9% | -0.3% | +11.2% | +11.0% |
| 30D | +17.6% | +11.0% | +6.6% | +12.7% |
| 3M | +29.2% | +9.2% | +20.0% | +24.0% |
| 6M | +37.0% | +27.2% | +9.8% | +23.1% |
| YTD | +44.9% | +30.3% | +14.6% | +28.3% |
| 1Y | +33.8% | +28.7% | +5.1% | +19.0% |
| 3Y | +10.2% | +109.4% | -99.2% | -21.8% |
| 5Y | -37.0% | +144.1% | -181.1% | -58.7% |
| All | +51.0% | +336.4% | -285.5% | -18.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling