+15.6%
CRCL vs SWK
+51.1%
-35.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.8% | -2.9% | -5.5% |
| 7D | +7.5% | +0.1% | +7.4% | +7.5% |
| 30D | +44.3% | -8.9% | +53.2% | +45.2% |
| 3M | +16.5% | +20.5% | -4.0% | +15.7% |
| 6M | -5.6% | +27.1% | -32.7% | -7.1% |
| YTD | +21.3% | +30.2% | -8.9% | +14.7% |
| 1Y | -14.5% | +24.8% | -39.2% | -21.8% |
| All | +15.6% | +51.1% | -35.5% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling