+15.6%
CRCL vs SWKS
+9.9%
+5.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.8% | -7.6% | -6.3% |
| 7D | +7.5% | +11.8% | -4.3% | +3.9% |
| 30D | +44.3% | +6.7% | +37.5% | +41.3% |
| 3M | +16.5% | 0.0% | +16.5% | +14.8% |
| 6M | -5.6% | +38.7% | -44.3% | -16.4% |
| YTD | +21.3% | +21.4% | -0.1% | +13.6% |
| 1Y | -14.5% | +2.9% | -17.4% | -14.7% |
| All | +15.6% | +9.9% | +5.7% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling