+47.0%
SWKS vs CPAY
+219.7%
-172.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.5% | +5.5% | +5.7% |
| 7D | +5.7% | +10.4% | -4.7% | +0.5% |
| 30D | +17.3% | +16.2% | +1.2% | +8.5% |
| 3M | +28.3% | +13.7% | +14.5% | +19.6% |
| 6M | +26.1% | +35.2% | -9.2% | +6.8% |
| YTD | +41.1% | +53.5% | -12.4% | +9.7% |
| 1Y | +31.4% | +58.9% | -27.5% | +0.2% |
| 3Y | +7.3% | +99.8% | -92.5% | -28.6% |
| 5Y | -37.7% | +93.3% | -131.0% | -58.5% |
| All | +47.0% | +219.7% | -172.7% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling