Portefeuille


Performance du portefeuille
«PEA-Performance»
05/10/2022 04:56 (Temps réel)


Performance par périodesCliquez sur une période pour le détail par valeur.
PériodeVariation
portefeuille
Variation
CAC40-NR
Différence
1 Jour0%0%0%
1 Mois-5.1%-0.8%-4.3%
3 Mois-7%+4.3%-11.3%
1er Janvier-15.8%-13.7%-2.1%
1 An-11%-6%-5%
3 Ans+60.9%+16.5%+44.4%
5 Ans+47.8%+24.5%+23.3%
Ouverture compte
(04/10/2013)
+148.1%+76.7%+71.4%


PériodeVariation
portefeuille
Variation
CAC40-NR
Différence
2014+18.5%+1.7%+16.7%
2015+24.3%+10.9%+13.4%
2016-23.7%+7.7%-31.3%
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
en cours
-15.8%-13.7%-2.1%


PériodeVariation
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%
T3-2016-43.5%+5.1%-48.7%
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
en cours
+1.5%+4.8%-3.3%