+81.8%
CNQ vs SWK
+13.2%
+68.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.2% |
| 7D | -0.9% | -4.6% | +3.7% | -0.3% |
| 30D | +8.7% | -9.9% | +18.6% | +10.1% |
| 3M | +15.8% | +15.4% | +0.4% | +12.6% |
| 6M | +13.3% | +25.0% | -11.7% | +8.0% |
| YTD | +54.7% | +27.2% | +27.5% | +46.3% |
| 1Y | +69.5% | +24.6% | +44.9% | +60.8% |
| All | +81.8% | +13.2% | +68.6% | +76.9% |
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