-5.7%
SWKS vs CNQ
+74.2%
-79.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.1% | +10.9% | +10.1% |
| 7D | +17.5% | -0.7% | +18.2% | +17.7% |
| 30D | +23.0% | +6.7% | +16.3% | +20.1% |
| 3M | +19.5% | +12.8% | +6.8% | +14.0% |
| 6M | +54.3% | +13.3% | +41.0% | +45.8% |
| YTD | +35.3% | +53.1% | -17.8% | +11.7% |
| 1Y | +17.9% | +66.1% | -48.2% | -6.6% |
| All | -5.7% | +74.2% | -79.9% | -29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling