+72.7%
SWK vs CLBK
+62.6%
+10.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.7% |
| 7D | -2.0% | +2.5% | -4.4% | -3.0% |
| 30D | +24.6% | +3.7% | +20.9% | +22.7% |
| 3M | +10.8% | -3.3% | +14.1% | +12.2% |
| 6M | +46.1% | +29.6% | +16.4% | +26.9% |
| YTD | +56.8% | +60.3% | -3.4% | +22.1% |
| 1Y | +72.7% | +63.4% | +9.3% | +31.3% |
| All | +72.7% | +62.6% | +10.2% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 1y: compounded portfolio wealth divided by compounded CLBK 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…
1y analysis · Full analysis span regression · 6 months rolling