-2.3%
CNC vs SWK
+53.8%
-56.1%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.5% |
| 7D | -7.3% | -2.3% | -5.0% | -6.9% |
| 30D | +5.2% | +30.4% | -25.3% | +1.2% |
| 3M | +8.6% | +12.1% | -3.5% | +6.6% |
| 6M | +25.1% | +49.1% | -24.0% | +17.5% |
| YTD | +71.3% | +60.4% | +10.8% | +57.7% |
| 1Y | +99.3% | +78.3% | +21.0% | +80.0% |
| All | -2.3% | +53.8% | -56.1% | -7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling