+1,751.5%
CLS vs SWK
+32.9%
+1,718.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.8% | +5.0% | +6.6% |
| 7D | -10.6% | +10.7% | -21.2% | -15.2% |
| 30D | -38.4% | +33.3% | -71.8% | -46.7% |
| 3M | -29.9% | +14.7% | -44.5% | -35.1% |
| 6M | -40.6% | +48.5% | -89.2% | -51.4% |
| YTD | -24.6% | +63.9% | -88.5% | -41.6% |
| 1Y | -30.8% | +80.4% | -111.2% | -48.8% |
| 3Y | +811.7% | +58.1% | +753.6% | +576.6% |
| 5Y | +1,838.4% | -24.5% | +1,862.9% | +1,898.5% |
| 10Y | +1,751.5% | +29.5% | +1,722.0% | +1,248.8% |
| All | +1,751.5% | +32.9% | +1,718.6% | +1,248.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling