+18.9%
SWKS vs CORZ
-41.7%
+60.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -10.4% | +7.5% | -1.8% |
| 7D | -4.9% | -14.9% | +10.0% | -3.4% |
| 30D | -1.2% | -23.1% | +22.0% | +1.2% |
| 3M | +24.2% | -44.1% | +68.2% | +31.6% |
| 6M | +21.5% | -39.5% | +61.0% | +28.2% |
| YTD | +33.5% | -12.4% | +45.9% | +33.9% |
| 1Y | +18.9% | -41.3% | +60.2% | +25.7% |
| All | +18.9% | -41.7% | +60.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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