-53.0%
SWKS vs CCEP
+105.1%
-158.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +4.7% |
| 7D | +12.5% | -3.1% | +15.6% | +13.7% |
| 30D | +10.5% | -2.6% | +13.1% | +11.4% |
| 3M | -7.4% | +14.9% | -22.3% | -12.8% |
| 6M | +32.7% | +2.3% | +30.4% | +30.6% |
| YTD | +19.2% | +17.8% | +1.3% | +10.3% |
| 1Y | +2.4% | +24.2% | -21.8% | -7.8% |
| 3Y | -25.6% | +84.7% | -110.3% | -46.0% |
| All | -53.0% | +105.1% | -158.1% | -68.2% |
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