-25.3%
CRCL vs SWK
+82.4%
-107.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.6% |
| 7D | -8.4% | -1.4% | -7.0% | -8.2% |
| 30D | -21.8% | +25.5% | -47.3% | -23.6% |
| 3M | -17.5% | +11.8% | -29.3% | -18.7% |
| 6M | -50.9% | +48.7% | -99.6% | -52.2% |
| YTD | -21.6% | +57.2% | -78.8% | -27.3% |
| 1Y | -24.5% | +75.3% | -99.7% | -32.9% |
| All | -25.3% | +82.4% | -107.7% | -18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling