+52.7%
SWKS vs CNI
+136.1%
-83.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.6% | +10.3% | +10.2% |
| 7D | +17.5% | -1.1% | +18.6% | +18.4% |
| 30D | +23.0% | -3.5% | +26.5% | +26.0% |
| 3M | +19.5% | +2.2% | +17.3% | +16.7% |
| 6M | +54.3% | +15.1% | +39.2% | +36.4% |
| YTD | +35.3% | +24.7% | +10.6% | +12.2% |
| 1Y | +17.9% | +33.4% | -15.5% | -7.6% |
| 3Y | -6.8% | +19.5% | -26.3% | -21.3% |
| 5Y | -45.4% | +12.6% | -58.0% | -52.5% |
| All | +52.7% | +136.1% | -83.4% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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