+49.5%
SWK vs CPAY
+92.3%
-42.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.3% |
| 7D | +11.0% | +13.5% | -2.5% | +3.9% |
| 30D | +30.1% | +13.1% | +17.0% | +22.0% |
| 3M | +14.7% | +14.3% | +0.4% | +6.7% |
| 6M | +44.5% | +49.0% | -4.5% | +15.5% |
| YTD | +59.4% | +51.3% | +8.1% | +23.9% |
| 1Y | +77.5% | +63.7% | +13.8% | +31.2% |
| 3Y | +49.5% | +95.0% | -45.5% | -5.9% |
| All | +49.5% | +92.3% | -42.8% | -5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling