+1,341.4%
CRDO vs SWK
-37.7%
+1,379.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.0% |
| 7D | +1.6% | -4.6% | +6.2% | +3.5% |
| 30D | -30.0% | -9.9% | -20.1% | -27.2% |
| 3M | -28.3% | +15.4% | -43.8% | -32.6% |
| 6M | +44.8% | +25.0% | +19.8% | +31.4% |
| YTD | +16.7% | +27.2% | -10.5% | +3.6% |
| 1Y | +12.7% | +24.6% | -11.9% | +0.4% |
| 3Y | +960.1% | +13.7% | +946.4% | +826.7% |
| All | +1,341.4% | -37.7% | +1,379.1% | +1,379.8% |
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