+11.7%
CRCL vs SWK
+47.7%
-35.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.1% |
| 7D | +4.9% | -4.6% | +9.5% | +5.3% |
| 30D | +38.7% | -9.9% | +48.6% | +39.8% |
| 3M | +14.7% | +15.4% | -0.8% | +14.1% |
| 6M | -16.9% | +25.0% | -41.8% | -18.0% |
| YTD | +17.3% | +27.2% | -10.0% | +11.1% |
| 1Y | -21.2% | +24.6% | -45.8% | -27.3% |
| All | +11.7% | +47.7% | -35.9% | +24.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling