+171.3%
SWK vs CPAY
+1,720.6%
-1,549.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.3% |
| 7D | +11.0% | +13.5% | -2.5% | +4.1% |
| 30D | +30.1% | +13.1% | +17.0% | +22.1% |
| 3M | +14.7% | +14.3% | +0.4% | +6.8% |
| 6M | +44.5% | +49.0% | -4.5% | +16.5% |
| YTD | +59.4% | +51.3% | +8.1% | +25.8% |
| 1Y | +77.5% | +63.7% | +13.8% | +34.4% |
| 3Y | +49.5% | +95.0% | -45.5% | +2.7% |
| 5Y | -24.9% | +86.0% | -110.9% | -47.9% |
| 10Y | +31.8% | +203.3% | -171.6% | -26.0% |
| All | +171.3% | +1,720.6% | -1,549.4% | -31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling