+35.3%
SWKS vs CCEP
+315.0%
-279.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | -3.1% | +5.4% | -8.5% | -5.1% |
| 30D | +8.3% | +12.8% | -4.4% | +3.3% |
| 3M | +20.2% | +10.9% | +9.4% | +14.7% |
| 6M | +24.9% | +25.6% | -0.7% | +12.8% |
| YTD | +33.2% | +31.0% | +2.2% | +17.7% |
| 1Y | +23.6% | +32.3% | -8.7% | +8.7% |
| 3Y | +1.3% | +110.5% | -109.3% | -28.2% |
| 5Y | -40.6% | +141.8% | -182.4% | -60.9% |
| 10Y | +35.3% | +341.1% | -305.9% | -26.9% |
| All | +35.3% | +315.0% | -279.7% | -26.9% |
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