+10.1%
CCI vs SWK
+46.5%
-36.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -1.1% |
| 7D | +2.4% | +11.3% | -8.9% | +1.4% |
| 30D | +33.2% | +28.1% | +5.1% | +30.4% |
| 3M | +25.0% | +12.6% | +12.4% | +23.6% |
| 6M | +4.8% | +51.7% | -46.9% | +0.4% |
| YTD | +6.4% | +60.0% | -53.6% | +1.1% |
| 1Y | +6.5% | +72.7% | -66.2% | +0.2% |
| All | +10.1% | +46.5% | -36.5% | +2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling