-43.6%
SWKS vs CCEP
+148.1%
-191.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.5% |
| 7D | -6.2% | +2.6% | -8.7% | -7.0% |
| 30D | -1.5% | +15.1% | -16.6% | -6.3% |
| 3M | +23.0% | +7.3% | +15.7% | +19.4% |
| 6M | +27.6% | +23.4% | +4.2% | +16.7% |
| YTD | +32.3% | +29.4% | +2.9% | +17.9% |
| 1Y | +20.1% | +34.2% | -14.1% | +5.2% |
| 3Y | +0.6% | +108.4% | -107.7% | -31.2% |
| All | -43.6% | +148.1% | -191.7% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling