+8,794.6%
SWKS vs CP
+7,870.0%
+924.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.7% |
| 7D | -9.2% | +6.1% | -15.3% | -12.1% |
| 30D | -1.9% | +9.8% | -11.7% | -6.8% |
| 3M | +21.2% | +2.7% | +18.5% | +19.0% |
| 6M | +12.9% | +12.8% | +0.1% | +4.6% |
| YTD | +30.7% | +28.2% | +2.6% | +13.2% |
| 1Y | +14.1% | +34.1% | -20.0% | -3.5% |
| 3Y | -1.7% | +28.9% | -30.6% | -15.5% |
| 5Y | -43.0% | +27.1% | -70.1% | -51.1% |
| 10Y | +34.3% | +264.8% | -230.5% | -32.5% |
| All | +8,794.6% | +7,870.0% | +924.7% | +1,212.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 all: compounded portfolio wealth divided by compounded CP 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…
all analysis · Full analysis span regression · 6 months rolling