-13.1%
CRCL vs SWK
+37.3%
-50.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.3% |
| 7D | +17.1% | -0.4% | +17.6% | +17.2% |
| 30D | +61.3% | -5.7% | +67.0% | +62.6% |
| 3M | +12.7% | +24.1% | -11.4% | +9.6% |
| 6M | -3.1% | +24.7% | -27.8% | -5.3% |
| YTD | +28.7% | +33.9% | -5.3% | +12.2% |
| 1Y | -13.1% | +34.7% | -47.8% | -22.7% |
| All | -13.1% | +37.3% | -50.5% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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