+52.9%
CDE vs SWKS
+31.8%
+21.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -6.9% | -7.0% |
| 7D | +14.0% | -3.1% | +17.2% | +15.5% |
| 30D | -10.7% | +8.3% | -19.1% | -14.0% |
| 3M | -15.8% | +20.2% | -36.0% | -23.8% |
| 6M | -17.5% | +24.9% | -42.5% | -27.4% |
| YTD | -14.1% | +33.2% | -47.3% | -28.4% |
| 1Y | +2.9% | +23.6% | -20.6% | -11.2% |
| 3Y | +625.5% | +1.3% | +624.2% | +554.5% |
| 5Y | +117.1% | -40.6% | +157.7% | +140.7% |
| 10Y | +52.9% | +35.3% | +17.6% | +11.6% |
| All | +52.9% | +31.8% | +21.1% | +11.6% |
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