+18.9%
SWKS vs CNQ
+61.9%
-42.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.4% | +4.5% | -2.1% |
| 7D | -4.9% | -9.4% | +4.5% | -4.0% |
| 30D | -1.2% | +2.8% | -3.9% | -1.2% |
| 3M | +24.2% | +8.5% | +15.7% | +24.0% |
| 6M | +21.5% | +6.4% | +15.1% | +22.5% |
| YTD | +33.5% | +50.9% | -17.4% | +21.6% |
| 1Y | +18.9% | +62.8% | -43.9% | +9.4% |
| All | +18.9% | +61.9% | -42.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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