+2.9%
SWKS vs CORZ
+37.7%
-34.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.7% | -2.9% | +1.3% |
| 7D | +11.8% | +16.6% | -4.7% | +9.7% |
| 30D | +6.7% | -10.9% | +17.6% | +8.0% |
| 3M | 0.0% | -31.0% | +31.0% | +3.6% |
| 6M | +38.7% | +26.0% | +12.7% | +36.0% |
| YTD | +21.4% | +28.6% | -7.3% | +17.4% |
| 1Y | +2.9% | +34.5% | -31.6% | +7.0% |
| All | +2.9% | +37.7% | -34.8% | +7.0% |
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