+835.9%
CDE vs SWKS
-15.7%
+851.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.6% | -3.5% |
| 7D | +2.3% | +11.8% | -9.5% | -2.5% |
| 30D | +18.8% | +6.7% | +12.1% | +15.4% |
| 3M | +23.5% | 0.0% | +23.5% | +22.9% |
| 6M | -8.6% | +38.7% | -47.4% | -23.0% |
| YTD | +16.0% | +21.4% | -5.3% | +3.3% |
| 1Y | +42.1% | +2.9% | +39.2% | +36.6% |
| 3Y | +835.9% | -16.4% | +852.3% | +867.8% |
| All | +835.9% | -15.7% | +851.5% | +867.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling