+718.5%
CLF vs SWK
+1,585.9%
-867.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +13.1% | -22.3% | -17.1% |
| 7D | -7.9% | +17.9% | -25.8% | -18.1% |
| 30D | +5.2% | +31.9% | -26.7% | -13.2% |
| 3M | +4.3% | +16.6% | -12.3% | -7.2% |
| 6M | +25.3% | +61.1% | -35.9% | -9.1% |
| YTD | -3.3% | +64.2% | -67.5% | -31.5% |
| 1Y | +20.2% | +85.2% | -65.0% | -21.2% |
| 3Y | -25.0% | +50.2% | -75.2% | -46.8% |
| 5Y | -42.1% | -22.8% | -19.3% | -40.6% |
| 10Y | +139.1% | +35.8% | +103.4% | +73.3% |
| All | +718.5% | +1,585.9% | -867.4% | +178.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling