+18.9%
SWKS vs CPRT
-24.7%
+43.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.0% | -7.9% | -2.0% |
| 7D | -4.9% | +12.6% | -17.6% | -3.0% |
| 30D | -1.2% | +18.0% | -19.2% | +1.6% |
| 3M | +24.2% | +11.0% | +13.2% | +25.2% |
| 6M | +21.5% | -2.0% | +23.5% | +22.5% |
| YTD | +33.5% | -16.7% | +50.2% | +38.5% |
| 1Y | +18.9% | -23.9% | +42.8% | +23.6% |
| All | +18.9% | -24.7% | +43.6% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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