+17,914.9%
COR vs SWK
+1,240.1%
+16,674.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.5% | -3.5% |
| 7D | +2.8% | +11.3% | -8.5% | +0.4% |
| 30D | +7.4% | +28.1% | -20.7% | +1.7% |
| 3M | +7.3% | +12.6% | -5.3% | +4.3% |
| 6M | +11.5% | +51.7% | -40.2% | +1.0% |
| YTD | +1.2% | +60.0% | -58.8% | -10.0% |
| 1Y | -3.3% | +72.7% | -76.0% | -15.7% |
| 3Y | +78.5% | +46.3% | +32.2% | +54.6% |
| 5Y | +183.0% | -24.6% | +207.6% | +180.1% |
| 10Y | +545.4% | +32.2% | +513.1% | +427.3% |
| All | +17,914.9% | +1,240.1% | +16,674.8% | +8,673.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling