+134.0%
CNC vs SWK
+37.3%
+96.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | +3.5% | -0.4% | +4.0% | +3.6% |
| 30D | +0.1% | -5.7% | +5.8% | +0.6% |
| 3M | +6.9% | +24.1% | -17.1% | +4.3% |
| 6M | +49.0% | +24.7% | +24.3% | +45.2% |
| YTD | +62.9% | +33.9% | +29.0% | +52.0% |
| 1Y | +134.0% | +34.7% | +99.3% | +118.3% |
| All | +134.0% | +37.3% | +96.7% | +118.3% |
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 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