+0.8%
SWK vs CPAY
+142.6%
-141.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -1.6% |
| 7D | +0.1% | +0.6% | -0.4% | -0.2% |
| 30D | -8.9% | +3.6% | -12.5% | -10.8% |
| 3M | +20.5% | +16.6% | +3.9% | +9.9% |
| 6M | +27.1% | +29.5% | -2.4% | +7.8% |
| YTD | +30.2% | +35.3% | -5.1% | +6.4% |
| 1Y | +24.8% | +30.6% | -5.9% | +3.6% |
| 3Y | +16.3% | +49.7% | -33.4% | -12.1% |
| 5Y | -40.1% | +54.4% | -94.5% | -56.6% |
| 10Y | +0.8% | +142.8% | -142.0% | -39.4% |
| All | +0.8% | +142.6% | -141.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling