+895.8%
CCI vs SWK
+390.4%
+505.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.7% | -2.2% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | +2.7% | -5.7% | +8.4% | +4.7% |
| 3M | -18.2% | +24.1% | -42.3% | -25.2% |
| 6M | -14.8% | +24.7% | -39.5% | -23.0% |
| YTD | -12.6% | +33.9% | -46.5% | -23.4% |
| 1Y | -16.7% | +34.7% | -51.4% | -27.8% |
| 3Y | -10.5% | +15.3% | -25.8% | -22.3% |
| 5Y | -51.4% | -39.3% | -12.1% | -48.1% |
| 10Y | +20.0% | +2.5% | +17.6% | -9.7% |
| All | +895.8% | +390.4% | +505.4% | +237.3% |
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