+24.0%
SWKS vs CORZ
-29.1%
+53.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.4% | -0.5% |
| 7D | -3.1% | -7.8% | +4.6% | -2.4% |
| 30D | +8.3% | -14.8% | +23.1% | +9.6% |
| 3M | +20.2% | -32.5% | +52.7% | +24.4% |
| 6M | +24.9% | -42.7% | +67.6% | +32.5% |
| YTD | +33.2% | -9.8% | +43.0% | +33.5% |
| All | +24.0% | -29.1% | +53.1% | +26.7% |
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