+8,794.6%
SWKS vs CASY
+33,122.1%
-24,327.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.2% | -4.2% | -2.8% |
| 7D | -9.2% | +1.8% | -11.0% | -9.8% |
| 30D | -1.9% | +11.2% | -13.1% | -5.5% |
| 3M | +21.2% | -19.1% | +40.3% | +28.3% |
| 6M | +12.9% | -19.9% | +32.8% | +17.9% |
| YTD | +30.7% | +25.2% | +5.6% | +16.7% |
| 1Y | +14.1% | +31.6% | -17.5% | -0.1% |
| 3Y | -1.7% | +155.4% | -157.1% | -33.0% |
| 5Y | -43.0% | +251.5% | -294.5% | -65.7% |
| 10Y | +34.3% | +558.6% | -524.3% | -36.8% |
| All | +8,794.6% | +33,122.1% | -24,327.5% | +1,504.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling