-25.2%
SWKS vs CCEP
+85.5%
-110.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +4.1% |
| 7D | +12.5% | -3.1% | +15.6% | +13.2% |
| 30D | +10.5% | -2.6% | +13.1% | +11.0% |
| 3M | -7.4% | +14.9% | -22.3% | -10.6% |
| 6M | +32.7% | +2.3% | +30.4% | +31.8% |
| YTD | +19.2% | +17.8% | +1.3% | +13.6% |
| 1Y | +2.4% | +24.2% | -21.8% | -4.1% |
| All | -25.2% | +85.5% | -110.7% | -42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling