+58.2%
CDE vs SWKS
+34.8%
+23.4%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.0% |
| 7D | -2.0% | +6.8% | -8.8% | -4.9% |
| 30D | +15.7% | +11.3% | +4.4% | +10.2% |
| 3M | +30.5% | +4.1% | +26.5% | +27.7% |
| 6M | -7.4% | +39.7% | -47.0% | -22.6% |
| YTD | +17.9% | +23.2% | -5.3% | +3.5% |
| 1Y | +46.7% | +5.3% | +41.4% | +38.2% |
| 3Y | +851.3% | -15.1% | +866.4% | +844.7% |
| 5Y | +202.9% | -50.3% | +253.3% | +268.6% |
| 10Y | +58.2% | +42.3% | +15.8% | +21.5% |
| All | +58.2% | +34.8% | +23.4% | +21.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling