-1.1%
CDE vs SWK
+76.3%
-77.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.2% |
| 7D | +3.1% | -2.3% | +5.4% | +4.8% |
| 30D | -10.3% | +30.4% | -40.7% | -26.3% |
| 3M | -19.1% | +12.1% | -31.2% | -25.7% |
| 6M | -24.0% | +49.1% | -73.1% | -42.6% |
| YTD | -15.6% | +60.4% | -76.1% | -38.3% |
| 1Y | -1.1% | +78.3% | -79.4% | -29.4% |
| All | -1.1% | +76.3% | -77.4% | -29.4% |
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