+50.8%
SWKS vs CNI
+140.9%
-90.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +9.4% | +2.5% | +6.9% | +7.5% |
| 30D | +17.0% | +6.1% | +10.9% | +11.7% |
| 3M | +28.9% | +0.1% | +28.8% | +28.2% |
| 6M | +33.1% | +14.9% | +18.2% | +18.7% |
| YTD | +44.8% | +30.9% | +13.9% | +15.5% |
| 1Y | +36.2% | +33.9% | +2.3% | +6.7% |
| 3Y | +11.5% | +20.2% | -8.7% | -6.1% |
| 5Y | -37.1% | +8.2% | -45.2% | -43.2% |
| All | +50.8% | +140.9% | -90.1% | -28.5% |
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