+32.7%
SWKS vs CCEP
+1.4%
+31.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +3.4% |
| 7D | +12.5% | -3.1% | +15.6% | +12.4% |
| 30D | +10.5% | -2.6% | +13.1% | +10.4% |
| 3M | -7.4% | +14.9% | -22.3% | -7.5% |
| 6M | +32.7% | +2.3% | +30.4% | +32.5% |
| All | +32.7% | +1.4% | +31.3% | +32.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling