+1,543.5%
SWK vs CASY
+32,414.3%
-30,870.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.4% | +11.7% | +12.8% |
| 7D | +17.9% | +0.8% | +17.1% | +17.7% |
| 30D | +31.9% | +9.4% | +22.5% | +29.0% |
| 3M | +16.6% | -20.6% | +37.2% | +22.6% |
| 6M | +61.1% | -20.7% | +81.8% | +67.4% |
| YTD | +64.2% | +22.5% | +41.7% | +52.7% |
| 1Y | +85.2% | +29.5% | +55.7% | +69.6% |
| 3Y | +50.2% | +150.0% | -99.8% | +14.5% |
| 5Y | -22.8% | +248.6% | -271.4% | -46.4% |
| 10Y | +35.8% | +544.6% | -508.9% | -19.2% |
| All | +1,543.5% | +32,414.3% | -30,870.8% | +427.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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