+33.8%
SWKS vs CNC
+99.5%
-65.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.7% |
| 7D | +10.9% | -5.3% | +16.1% | +10.9% |
| 30D | +17.6% | +2.0% | +15.5% | +17.6% |
| 3M | +29.2% | +4.8% | +24.4% | +29.0% |
| 6M | +37.0% | +18.5% | +18.5% | +37.0% |
| YTD | +44.9% | +70.8% | -25.8% | +38.9% |
| 1Y | +33.8% | +94.1% | -60.3% | +24.8% |
| All | +33.8% | +99.5% | -65.6% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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