+250.3%
SWKS vs CPAY
+1,565.5%
-1,315.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.9% |
| 7D | +12.5% | +2.1% | +10.4% | +11.3% |
| 30D | +10.5% | +5.5% | +5.0% | +7.2% |
| 3M | -7.4% | +16.6% | -24.0% | -15.1% |
| 6M | +32.7% | +26.7% | +6.0% | +15.0% |
| YTD | +19.2% | +38.4% | -19.2% | -2.6% |
| 1Y | +2.4% | +30.1% | -27.8% | -14.2% |
| 3Y | -25.6% | +52.6% | -78.2% | -43.6% |
| 5Y | -53.4% | +59.0% | -112.4% | -66.2% |
| 10Y | +23.2% | +148.4% | -125.2% | -34.4% |
| All | +250.3% | +1,565.5% | -1,315.2% | -31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling