-46.6%
CHTR vs SWK
+21.4%
-67.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.7% | +7.7% | +5.8% |
| 7D | -7.1% | -6.7% | -0.4% | -5.1% |
| 30D | -10.9% | -13.5% | +2.6% | -6.9% |
| 3M | +2.0% | +16.2% | -14.2% | -2.4% |
| 6M | -35.9% | +22.7% | -58.6% | -39.8% |
| YTD | -32.7% | +23.8% | -56.5% | -37.0% |
| 1Y | -46.6% | +20.9% | -67.5% | -51.7% |
| All | -46.6% | +21.4% | -67.9% | -51.7% |
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