+50.3%
CDE vs SWK
+32.9%
+17.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +5.1% |
| 7D | +23.5% | +10.7% | +12.8% | +18.1% |
| 30D | -4.0% | +33.3% | -37.3% | -15.7% |
| 3M | -5.4% | +14.7% | -20.1% | -11.1% |
| 6M | -11.3% | +48.5% | -59.8% | -25.3% |
| YTD | -7.6% | +63.9% | -71.5% | -25.3% |
| 1Y | +12.1% | +80.4% | -68.3% | -13.0% |
| 3Y | +652.0% | +58.1% | +593.9% | +495.8% |
| 5Y | +137.3% | -24.5% | +161.8% | +142.4% |
| 10Y | +50.3% | +29.5% | +20.8% | +16.6% |
| All | +50.3% | +32.9% | +17.4% | +16.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling