-8.4%
CDE vs SWKS
+33.5%
-41.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -5.5% |
| 7D | -2.3% | +10.9% | -13.1% | -4.7% |
| 30D | -12.1% | +17.6% | -29.6% | -15.6% |
| 3M | -23.9% | +29.2% | -53.1% | -29.3% |
| 6M | -29.0% | +37.0% | -66.0% | -34.0% |
| YTD | -19.7% | +44.9% | -64.6% | -25.9% |
| 1Y | -8.4% | +33.8% | -42.2% | -11.2% |
| All | -8.4% | +33.5% | -41.9% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling