+32.4%
SWKS vs CCEP
+299.9%
-267.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.3% |
| 7D | -2.7% | +1.7% | -4.4% | -3.5% |
| 30D | +8.5% | +12.7% | -4.2% | +3.4% |
| 3M | +17.3% | +8.5% | +8.8% | +12.9% |
| 6M | +25.1% | +25.6% | -0.5% | +13.1% |
| YTD | +33.3% | +30.9% | +2.4% | +17.9% |
| 1Y | +22.9% | +32.0% | -9.1% | +8.3% |
| 3Y | +5.5% | +110.9% | -105.4% | -25.1% |
| 5Y | -41.9% | +138.5% | -180.4% | -61.5% |
| 10Y | +32.4% | +302.3% | -269.9% | -24.9% |
| All | +32.4% | +299.9% | -267.5% | -24.9% |
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