+32.4%
SWKS vs CASY
+551.3%
-518.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | -2.7% | +3.6% | -6.3% | -3.9% |
| 30D | +8.5% | +7.2% | +1.3% | +6.0% |
| 3M | +17.3% | -16.9% | +34.2% | +23.3% |
| 6M | +25.1% | -19.3% | +44.4% | +30.9% |
| YTD | +33.3% | +25.6% | +7.7% | +17.0% |
| 1Y | +22.9% | +30.2% | -7.2% | +6.1% |
| 3Y | +5.5% | +154.9% | -149.3% | -32.9% |
| 5Y | -41.9% | +252.1% | -294.0% | -68.5% |
| 10Y | +32.4% | +535.8% | -503.4% | -44.9% |
| All | +32.4% | +551.3% | -518.9% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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