-6.7%
COR vs SWK
+71.2%
-77.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.8% |
| 7D | +0.8% | +11.0% | -10.2% | +0.7% |
| 30D | +5.1% | +30.1% | -24.9% | +5.6% |
| 3M | +2.8% | +14.7% | -11.8% | +2.8% |
| 6M | +32.5% | +44.5% | -12.0% | +33.7% |
| YTD | -0.7% | +59.4% | -60.0% | -0.3% |
| 1Y | -6.7% | +77.5% | -84.2% | -6.8% |
| All | -6.7% | +71.2% | -77.9% | -6.8% |
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