+17.0%
CCL vs SWKS
+21.0%
-4.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +4.0% |
| 7D | +3.1% | -2.7% | +5.8% | +3.5% |
| 30D | +17.5% | +8.5% | +9.0% | +15.8% |
| 3M | +6.8% | +17.3% | -10.5% | +2.2% |
| 6M | +18.7% | +25.1% | -6.4% | +9.9% |
| YTD | +3.0% | +33.3% | -30.3% | -10.9% |
| All | +17.0% | +21.0% | -4.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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