-17.7%
CG vs SWK
+79.5%
-97.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.8% | +3.7% | +5.3% |
| 7D | +3.0% | +10.7% | -7.6% | -1.4% |
| 30D | +10.1% | +33.3% | -23.2% | -2.6% |
| 3M | -10.8% | +14.7% | -25.5% | -16.2% |
| 6M | -15.2% | +48.5% | -63.7% | -28.6% |
| YTD | -26.9% | +63.9% | -90.8% | -40.6% |
| All | -17.7% | +79.5% | -97.2% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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