+118.4%
CDE vs SWK
-25.5%
+143.9%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +5.9% |
| 7D | +18.1% | +11.0% | +7.1% | +12.7% |
| 30D | -6.2% | +30.1% | -36.3% | -16.8% |
| 3M | -1.2% | +14.7% | -15.8% | -7.1% |
| 6M | -17.4% | +44.5% | -61.9% | -29.6% |
| YTD | -13.1% | +59.4% | -72.5% | -28.8% |
| 1Y | +7.3% | +77.5% | -70.3% | -15.7% |
| 3Y | +522.0% | +49.5% | +472.5% | +406.7% |
| All | +118.4% | -25.5% | +143.9% | +86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling