+420.1%
CORZ vs SWK
+13.1%
+406.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.4% |
| 7D | +8.4% | -0.4% | +8.8% | +8.6% |
| 30D | -17.8% | -5.7% | -12.1% | -15.9% |
| 3M | -35.9% | +24.1% | -60.0% | -41.4% |
| 6M | +12.9% | +24.7% | -11.8% | +2.7% |
| YTD | +22.9% | +33.9% | -11.1% | +8.7% |
| 1Y | +31.4% | +34.7% | -3.3% | +15.4% |
| All | +420.1% | +13.1% | +406.9% | +349.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling