+3.7%
SWKS vs CPAY
+31.1%
-27.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.1% | +2.3% |
| 7D | +11.8% | +0.6% | +11.3% | +11.7% |
| 30D | +6.7% | +3.6% | +3.1% | +5.9% |
| 3M | 0.0% | +16.6% | -16.6% | -3.5% |
| 6M | +38.7% | +29.5% | +9.3% | +29.5% |
| YTD | +21.4% | +35.3% | -13.9% | +11.2% |
| All | +3.7% | +31.1% | -27.4% | -1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling