+8.3%
CNC vs SWK
+15.2%
-6.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.6% |
| 7D | +3.5% | -0.4% | +4.0% | +3.6% |
| 30D | +0.1% | -5.7% | +5.8% | +0.8% |
| 3M | +6.9% | +24.1% | -17.1% | +3.7% |
| 6M | +49.0% | +24.7% | +24.3% | +44.0% |
| YTD | +62.9% | +33.9% | +29.0% | +54.9% |
| 1Y | +134.0% | +34.7% | +99.3% | +121.6% |
| All | +8.3% | +15.2% | -6.8% | +5.2% |
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