+23.8%
SWKS vs CNC
+93.0%
-69.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +0.8% |
| 7D | -2.7% | +3.0% | -5.8% | -2.8% |
| 30D | +8.5% | +4.9% | +3.6% | +8.4% |
| 3M | +17.3% | +4.2% | +13.1% | +17.0% |
| 6M | +25.1% | +22.5% | +2.6% | +25.2% |
| YTD | +33.3% | +66.6% | -33.2% | +28.0% |
| All | +23.8% | +93.0% | -69.2% | +13.6% |
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