-8.6%
SWKS vs CORZ
+159.1%
-167.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.3% | +4.0% | +2.9% |
| 7D | +10.9% | +26.4% | -15.5% | +7.9% |
| 30D | +17.6% | -6.8% | +24.4% | +17.9% |
| 3M | +29.2% | -31.1% | +60.3% | +33.7% |
| 6M | +37.0% | -36.9% | +73.9% | +42.3% |
| YTD | +44.9% | -1.2% | +46.2% | +41.6% |
| 1Y | +33.8% | -12.5% | +46.3% | +32.3% |
| All | -8.6% | +159.1% | -167.7% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling