+807.8%
CCL vs SWKS
+8,307.4%
-7,499.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.4% |
| 7D | -5.0% | +12.5% | -17.6% | -6.8% |
| 30D | -20.3% | +10.5% | -30.8% | -21.6% |
| 3M | -15.1% | -7.4% | -7.7% | -14.4% |
| 6M | -15.1% | +32.7% | -47.8% | -19.4% |
| YTD | -21.8% | +19.2% | -40.9% | -24.6% |
| 1Y | -24.8% | +2.4% | -27.2% | -25.9% |
| 3Y | +51.9% | -25.6% | +77.5% | +55.5% |
| 5Y | +4.0% | -53.4% | +57.5% | +14.6% |
| 10Y | -42.2% | +23.2% | -65.4% | -43.4% |
| All | +807.8% | +8,307.4% | -7,499.7% | +390.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling