-24.8%
CCL vs SWK
+37.3%
-62.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -5.0% | -0.4% | -4.6% | -4.7% |
| 30D | -20.3% | -5.7% | -14.6% | -17.2% |
| 3M | -15.1% | +24.1% | -39.2% | -26.6% |
| 6M | -15.1% | +24.7% | -39.8% | -27.9% |
| YTD | -21.8% | +33.9% | -55.7% | -35.0% |
| 1Y | -24.8% | +34.7% | -59.5% | -39.1% |
| All | -24.8% | +37.3% | -62.1% | -39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling