-92.3%
CDE vs SWKS
+9,294.5%
-9,386.8%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -6.9% | -7.0% |
| 7D | +14.0% | -3.1% | +17.2% | +14.4% |
| 30D | -10.7% | +8.3% | -19.1% | -11.6% |
| 3M | -15.8% | +20.2% | -36.0% | -17.8% |
| 6M | -17.5% | +24.9% | -42.5% | -19.9% |
| YTD | -14.1% | +33.2% | -47.3% | -17.6% |
| 1Y | +2.9% | +23.6% | -20.6% | -0.4% |
| 3Y | +625.5% | +1.3% | +624.2% | +614.4% |
| 5Y | +117.1% | -40.6% | +157.7% | +124.6% |
| 10Y | +52.9% | +35.3% | +17.6% | +46.7% |
| All | -92.3% | +9,294.5% | -9,386.8% | -93.7% |
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