+67.1%
CCI vs SWK
+17.8%
+49.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +3.0% | +1.2% |
| 7D | -1.4% | -2.0% | +0.6% | -1.0% |
| 30D | +12.7% | +24.6% | -11.9% | +7.6% |
| 3M | +23.0% | +10.8% | +12.2% | +20.1% |
| 6M | +0.6% | +46.1% | -45.5% | -8.0% |
| YTD | +4.9% | +56.8% | -52.0% | -6.2% |
| 1Y | +0.7% | +72.7% | -72.0% | -12.1% |
| 3Y | +10.2% | +49.9% | -39.6% | -3.7% |
| 5Y | -36.4% | -30.9% | -5.5% | -34.7% |
| All | +67.1% | +17.8% | +49.3% | +34.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling