+7,312.5%
CB vs SWK
+1,230.0%
+6,082.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +13.1% | -11.0% | -2.2% |
| 7D | +5.3% | +17.9% | -12.6% | -0.6% |
| 30D | +13.2% | +31.9% | -18.7% | +3.0% |
| 3M | +7.8% | +16.6% | -8.8% | +1.9% |
| 6M | +15.8% | +61.1% | -45.3% | -2.8% |
| YTD | +21.0% | +64.2% | -43.2% | -0.3% |
| 1Y | +32.2% | +85.2% | -53.0% | +4.1% |
| 3Y | +76.7% | +50.2% | +26.5% | +40.7% |
| 5Y | +110.4% | -22.8% | +133.2% | +104.8% |
| 10Y | +261.0% | +35.8% | +225.2% | +165.3% |
| All | +7,312.5% | +1,230.0% | +6,082.5% | +2,421.0% |
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