+2,421.7%
CLS vs SWK
+510.3%
+1,911.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +13.1% | -22.2% | -16.0% |
| 7D | -21.1% | +17.9% | -39.0% | -29.0% |
| 30D | -38.2% | +31.9% | -70.2% | -47.9% |
| 3M | -36.3% | +16.6% | -52.9% | -42.7% |
| 6M | -43.8% | +61.1% | -104.9% | -58.0% |
| YTD | -20.0% | +64.2% | -84.2% | -41.5% |
| 1Y | -29.6% | +85.2% | -114.8% | -51.8% |
| 3Y | +821.3% | +50.2% | +771.1% | +560.7% |
| 5Y | +2,134.5% | -22.8% | +2,157.3% | +2,099.8% |
| 10Y | +1,896.7% | +35.8% | +1,860.9% | +1,187.9% |
| All | +2,421.7% | +510.3% | +1,911.4% | +444.1% |
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