+7,262.2%
CB vs SWK
+1,195.6%
+6,066.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | +0.2% |
| 7D | +2.6% | +11.3% | -8.7% | -1.3% |
| 30D | +11.2% | +28.1% | -16.9% | +2.1% |
| 3M | +5.7% | +12.6% | -6.9% | +1.1% |
| 6M | +15.9% | +51.7% | -35.8% | -0.7% |
| YTD | +20.2% | +60.0% | -39.8% | -0.1% |
| 1Y | +32.4% | +72.7% | -40.3% | +6.8% |
| 3Y | +75.5% | +46.3% | +29.2% | +40.9% |
| 5Y | +105.5% | -24.6% | +130.1% | +101.5% |
| 10Y | +258.5% | +32.2% | +226.3% | +165.8% |
| All | +7,262.2% | +1,195.6% | +6,066.6% | +2,425.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling