+69.3%
CCI vs SWK
+18.1%
+51.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.2% |
| 7D | +2.5% | -1.4% | +3.9% | +2.8% |
| 30D | +14.4% | +25.5% | -11.0% | +9.1% |
| 3M | +21.7% | +11.8% | +9.9% | +18.6% |
| 6M | +4.0% | +48.7% | -44.7% | -5.2% |
| YTD | +6.2% | +57.2% | -51.0% | -5.1% |
| 1Y | +5.4% | +75.3% | -69.9% | -8.2% |
| 3Y | +11.7% | +51.9% | -40.2% | -2.7% |
| 5Y | -35.6% | -30.7% | -4.9% | -33.9% |
| All | +69.3% | +18.1% | +51.1% | +36.1% |
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