+11.7%
CRCL vs SWKS
+11.6%
+0.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.9% | -3.7% |
| 7D | +4.9% | +6.8% | -1.9% | +2.9% |
| 30D | +38.7% | +11.3% | +27.4% | +34.2% |
| 3M | +14.7% | +4.1% | +10.6% | +11.9% |
| 6M | -16.9% | +39.7% | -56.5% | -26.4% |
| YTD | +17.3% | +23.2% | -6.0% | +9.3% |
| 1Y | -21.2% | +5.3% | -26.5% | -21.6% |
| All | +11.7% | +11.6% | +0.1% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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