-89.4%
CDE vs SWKS
+8,307.4%
-8,396.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.3% |
| 7D | +0.5% | +12.5% | -12.0% | -0.8% |
| 30D | +21.9% | +10.5% | +11.4% | +20.5% |
| 3M | +14.9% | -7.4% | +22.3% | +16.0% |
| 6M | -10.5% | +32.7% | -43.2% | -13.7% |
| YTD | +19.3% | +19.2% | +0.1% | +16.2% |
| 1Y | +50.8% | +2.4% | +48.4% | +49.6% |
| 3Y | +782.3% | -25.6% | +807.9% | +800.7% |
| 5Y | +191.7% | -53.4% | +245.1% | +210.3% |
| 10Y | +57.6% | +23.2% | +34.5% | +53.4% |
| All | -89.4% | +8,307.4% | -8,396.8% | -91.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling