+17,451.9%
COR vs SWK
+1,022.1%
+16,429.8%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.0% |
| 7D | +2.8% | -0.4% | +3.2% | +2.8% |
| 30D | +4.5% | -5.7% | +10.3% | +5.8% |
| 3M | +22.7% | +24.1% | -1.4% | +16.5% |
| 6M | -9.7% | +24.7% | -34.4% | -14.9% |
| YTD | -1.4% | +33.9% | -35.4% | -8.8% |
| 1Y | +13.9% | +34.7% | -20.8% | +4.7% |
| 3Y | +94.0% | +15.3% | +78.7% | +77.0% |
| 5Y | +184.0% | -39.3% | +223.3% | +195.2% |
| 10Y | +406.8% | +2.5% | +404.3% | +338.6% |
| All | +17,451.9% | +1,022.1% | +16,429.8% | +8,793.3% |
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