+8,794.6%
SWKS vs CNP
+1,840.9%
+6,953.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -1.4% |
| 7D | -9.2% | -5.3% | -3.9% | -7.9% |
| 30D | -1.9% | +3.7% | -5.6% | -2.9% |
| 3M | +21.2% | -1.1% | +22.3% | +21.4% |
| 6M | +12.9% | -7.1% | +20.0% | +14.7% |
| YTD | +30.7% | +6.0% | +24.7% | +28.0% |
| 1Y | +14.1% | +5.2% | +8.9% | +11.9% |
| 3Y | -1.7% | +57.5% | -59.2% | -14.1% |
| 5Y | -43.0% | +70.0% | -113.0% | -51.4% |
| 10Y | +34.3% | +137.8% | -103.5% | +2.0% |
| All | +8,794.6% | +1,840.9% | +6,953.7% | +3,765.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling