+1,111.7%
CCI vs SWK
+485.7%
+626.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.6% | +1.3% | -0.4% |
| 7D | +2.4% | +11.3% | -8.9% | -1.5% |
| 30D | +33.2% | +28.1% | +5.1% | +21.7% |
| 3M | +25.0% | +12.6% | +12.4% | +19.2% |
| 6M | +4.8% | +51.7% | -46.9% | -11.3% |
| YTD | +6.4% | +60.0% | -53.6% | -12.8% |
| 1Y | +6.5% | +72.7% | -66.2% | -15.4% |
| 3Y | +8.6% | +46.3% | -37.7% | -13.6% |
| 5Y | -35.3% | -24.6% | -10.7% | -36.2% |
| 10Y | +58.2% | +32.2% | +26.0% | +7.5% |
| All | +1,111.7% | +485.7% | +626.1% | +283.9% |
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