-46.6%
SWKS vs CNQ
+280.7%
-327.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +20.3% |
| 3M | +19.5% | +12.8% | +6.8% | +14.2% |
| 6M | +54.3% | +13.3% | +41.0% | +46.4% |
| YTD | +35.3% | +53.1% | -17.8% | +14.7% |
| 1Y | +17.9% | +66.1% | -48.2% | -3.3% |
| 3Y | -6.8% | +75.4% | -82.2% | -26.7% |
| All | -46.6% | +280.7% | -327.3% | -63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling