-43.0%
SWKS vs CCEP
+157.0%
-200.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.3% | -3.3% | -2.5% |
| 7D | -9.2% | +5.7% | -14.9% | -10.9% |
| 30D | -1.9% | +15.3% | -17.2% | -6.8% |
| 3M | +21.2% | +8.0% | +13.2% | +17.5% |
| 6M | +12.9% | +26.7% | -13.8% | +2.1% |
| YTD | +30.7% | +30.7% | 0.0% | +16.1% |
| 1Y | +14.1% | +36.5% | -22.4% | -0.7% |
| 3Y | -1.7% | +111.1% | -112.8% | -33.1% |
| 5Y | -43.0% | +149.7% | -192.7% | -65.2% |
| All | -43.0% | +157.0% | -200.0% | -65.2% |
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 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