+837.1%
CSWC price history and return analytics
+363.9%
+473.2%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | +0.9% |
| 7D | +3.4% | -0.3% | +3.7% | +3.7% |
| 30D | +1.8% | -1.4% | +3.2% | +3.0% |
| 3M | -1.2% | -1.4% | +0.2% | -0.1% |
| 6M | +4.1% | +5.5% | -1.3% | -0.9% |
| YTD | +17.5% | +12.8% | +4.7% | +5.4% |
| 1Y | +33.1% | +15.4% | +17.7% | +16.9% |
| 3Y | +54.6% | +76.9% | -22.3% | -6.2% |
| 5Y | +58.0% | +60.4% | -2.4% | +2.8% |
| 10Y | +415.6% | +232.8% | +182.8% | +72.2% |
| All | +837.1% | +363.9% | +473.2% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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