+42.1%
CDE vs SWK
+24.6%
+17.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.1% | -1.0% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +18.8% | -8.9% | +27.7% | +25.7% |
| 3M | +23.5% | +20.5% | +3.0% | +11.7% |
| 6M | -8.6% | +27.1% | -35.7% | -20.6% |
| YTD | +16.0% | +30.2% | -14.2% | +2.7% |
| 1Y | +42.1% | +24.8% | +17.3% | +24.9% |
| All | +42.1% | +24.6% | +17.4% | +24.9% |
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