+20.1%
SWKS vs CNP
+7.1%
+13.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.3% |
| 7D | -6.2% | -4.2% | -2.0% | -6.5% |
| 30D | -1.5% | +5.5% | -7.0% | -0.4% |
| 3M | +23.0% | +0.6% | +22.4% | +23.5% |
| 6M | +27.6% | -2.8% | +30.4% | +26.8% |
| YTD | +32.3% | +7.9% | +24.5% | +33.9% |
| 1Y | +20.1% | +6.7% | +13.5% | +20.5% |
| All | +20.1% | +7.1% | +13.0% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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