+2.4%
SWKS vs CSGP
-64.9%
+67.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +6.0% | +3.7% |
| 7D | +12.5% | -4.1% | +16.6% | +12.8% |
| 30D | +10.5% | +2.3% | +8.2% | +10.1% |
| 3M | -7.4% | -8.2% | +0.8% | -6.5% |
| 6M | +32.7% | -35.1% | +67.7% | +42.7% |
| YTD | +19.2% | -54.0% | +73.2% | +41.5% |
| 1Y | +2.4% | -65.3% | +67.7% | +25.8% |
| All | +2.4% | -64.9% | +67.3% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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