+66.1%
CNQ vs SWK
+21.4%
+44.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -1.5% |
| 7D | -0.7% | -6.7% | +6.1% | -1.8% |
| 30D | +6.7% | -13.5% | +20.2% | +4.3% |
| 3M | +12.8% | +16.2% | -3.4% | +14.7% |
| 6M | +13.3% | +22.7% | -9.4% | +16.6% |
| YTD | +53.1% | +23.8% | +29.2% | +57.4% |
| 1Y | +66.1% | +20.9% | +45.2% | +74.5% |
| All | +66.1% | +21.4% | +44.7% | +74.5% |
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 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