+1,109.3%
CCL vs SWK
+1,585.9%
-476.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +13.1% | -5.8% | -0.2% |
| 7D | +11.6% | +17.9% | -6.3% | +1.5% |
| 30D | +22.5% | +31.9% | -9.4% | +4.4% |
| 3M | +6.4% | +16.6% | -10.2% | -2.9% |
| 6M | +23.4% | +61.1% | -37.7% | -6.3% |
| YTD | +4.2% | +64.2% | -60.0% | -21.9% |
| 1Y | +21.9% | +85.2% | -63.3% | -14.9% |
| 3Y | +153.6% | +50.2% | +103.4% | +91.0% |
| 5Y | +39.1% | -22.8% | +61.9% | +50.1% |
| 10Y | -25.7% | +35.8% | -61.4% | -37.7% |
| All | +1,109.3% | +1,585.9% | -476.6% | +207.7% |
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