+3,561.3%
SWKS vs CNI
+6,541.6%
-2,980.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.4% |
| 7D | +12.5% | -2.1% | +14.6% | +14.1% |
| 30D | +10.5% | -3.3% | +13.8% | +12.9% |
| 3M | -7.4% | +3.8% | -11.2% | -10.3% |
| 6M | +32.7% | +12.7% | +20.0% | +20.4% |
| YTD | +19.2% | +26.3% | -7.1% | -0.2% |
| 1Y | +2.4% | +29.9% | -27.5% | -16.2% |
| 3Y | -25.6% | +15.9% | -41.6% | -34.3% |
| 5Y | -53.4% | +6.9% | -60.4% | -57.0% |
| 10Y | +23.2% | +126.8% | -103.6% | -32.7% |
| All | +3,561.3% | +6,541.6% | -2,980.3% | +185.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling