-46.0%
CPNG vs SWK
-25.5%
-20.6%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | +13.4% | +11.0% | +2.3% | +9.0% |
| 30D | +10.0% | +30.1% | -20.1% | -0.4% |
| 3M | -0.4% | +14.7% | -15.0% | -5.5% |
| 6M | -8.9% | +44.5% | -53.4% | -21.4% |
| YTD | -30.9% | +59.4% | -90.3% | -43.7% |
| 1Y | -43.8% | +77.5% | -121.4% | -56.3% |
| 3Y | -2.5% | +49.5% | -51.9% | -23.9% |
| All | -46.0% | -25.5% | -20.6% | -49.2% |
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