Performance du portefeuille
«PEA-Performance»03/07/2024 01:16 (Temps réel)
«PEA-Performance»03/07/2024 01:16 (Temps réel)
Performance par périodesCliquez sur une période pour le détail par valeur.
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| 1 Jour | 0% | 0% | 0% |
| 1 Mois | -5.4% | -5.5% | +0.1% |
| 3 Mois | +0.8% | -5.8% | +6.5% |
| 1er Janvier | +4.5% | +2% | +2.4% |
| 1 An | +8.6% | +4.5% | +4.1% |
| 3 Ans | +3.8% | +23.4% | -19.6% |
| 5 Ans | +79.6% | +48.8% | +30.8% |
| 10 Ans | +361.3% | +109.4% | +251.9% |
| Ouverture compte (04/10/2013) | +465.8% | +130.8% | +335% |
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| 2014 | +18.5% | +1.7% | +16.7% |
| 2015 | +24.3% | +10.9% | +13.4% |
| 2016 | +49.3% | +7.7% | +41.6% |
| 2017 | +52% | +11.7% | +40.3% |
| 2018 | -17.6% | -8.9% | -8.7% |
| 2019 | +8% | +29.2% | -21.3% |
| 2020 | +34.6% | -5.6% | +40.2% |
| 2021 | +36.9% | +31.1% | +5.9% |
| 2022 | -9.8% | -5.9% | -3.9% |
| 2023 | +4.2% | +17.4% | -13.2% |
| 2024 en cours | +4.5% | +2% | +2.4% |
| Période | Variation portefeuille | Variation CAC40-NR | Différence |
|---|---|---|---|
| T2-2014 | -0.3% | +2.5% | -2.8% |
| T3-2014 | -0.8% | 0% | -0.8% |
| T4-2014 | +0.5% | -3% | +3.5% |
| T1-2015 | +18.3% | +18% | +0.3% |
| T2-2015 | -1.3% | -3.3% | +2% |
| T3-2015 | -2.4% | -6.9% | +4.4% |
| T4-2015 | +9.1% | +4.4% | +4.7% |
| T1-2016 | +3.9% | -5.2% | +9.1% |
| T2-2016 | +11.8% | -1.4% | +13.2% |
| T3-2016 | +10.4% | +5.1% | +5.3% |
| T4-2016 | +16.4% | +9.6% | +6.8% |
| T1-2017 | +15.4% | +5.5% | +9.9% |
| T2-2017 | +16.3% | +1.7% | +14.7% |
| T3-2017 | +6.2% | +4.2% | +2% |
| T4-2017 | +6.5% | -0.1% | +6.7% |
| T1-2018 | +3.2% | -2.6% | +5.7% |
| T2-2018 | -0.3% | +4.9% | -5.2% |
| T3-2018 | -7.7% | +3.3% | -11% |
| T4-2018 | -13.1% | -13.7% | +0.5% |
| T1-2019 | +5.2% | +13.3% | -8.1% |
| T2-2019 | +1.9% | +5.4% | -3.5% |
| T3-2019 | -0.5% | +2.7% | -3.2% |
| T4-2019 | +1.2% | +5.4% | -4.2% |
| T1-2020 | -3.9% | -26.2% | +22.4% |
| T2-2020 | +6.6% | +13.1% | -6.5% |
| T3-2020 | +8% | -2.2% | +10.2% |
| T4-2020 | +21.6% | +15.7% | +5.9% |
| T1-2021 | +17.4% | +9.5% | +7.9% |
| T2-2021 | +9.1% | +8.6% | +0.5% |
| T3-2021 | +1.9% | +0.4% | +1.5% |
| T4-2021 | +4.9% | +9.8% | -4.9% |
| T1-2022 | -5.9% | -6.7% | +0.8% |
| T2-2022 | -2.2% | -9.4% | +7.2% |
| T3-2022 | -9.8% | -2.5% | -7.3% |
| T4-2022 | +8.7% | +14.2% | -5.5% |
| T1-2023 | -0.5% | +11.6% | -12.1% |
| T2-2023 | +0.8% | +2.9% | -2.2% |
| T3-2023 | -5.7% | -3.4% | -2.3% |
| T4-2023 | +10.2% | +5.9% | +4.3% |
| T1-2024 | +1.7% | +9% | -7.3% |
| T2-2024 | +1.3% | -7.1% | +8.5% |
| T3-2024 en cours | +1.4% | +0.8% | +0.6% |