+386.7%
SWKS vs CNC
+5,764.6%
-5,377.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.0% | +7.2% | +2.7% |
| 7D | -6.2% | +1.9% | -8.0% | -7.0% |
| 30D | -1.5% | +7.3% | -8.8% | -3.7% |
| 3M | +23.0% | +8.6% | +14.3% | +19.5% |
| 6M | +27.6% | +26.0% | +1.6% | +18.6% |
| YTD | +32.3% | +69.5% | -37.2% | +11.6% |
| 1Y | +20.1% | +88.0% | -67.9% | -1.8% |
| 3Y | +0.6% | -2.9% | +3.6% | -8.2% |
| 5Y | -42.3% | -6.0% | -36.3% | -48.0% |
| 10Y | +35.9% | +126.4% | -90.5% | -9.9% |
| All | +386.7% | +5,764.6% | -5,377.9% | +37.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling