+24.8%
SWK vs CPAY
+28.8%
-4.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -2.1% |
| 7D | +0.1% | +0.6% | -0.4% | 0.0% |
| 30D | -8.9% | +3.6% | -12.5% | -10.0% |
| 3M | +20.5% | +16.6% | +3.9% | +14.5% |
| 6M | +27.1% | +29.5% | -2.4% | +15.9% |
| YTD | +30.2% | +35.3% | -5.1% | +16.3% |
| 1Y | +24.8% | +30.6% | -5.9% | +16.5% |
| All | +24.8% | +28.8% | -4.0% | +16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling