+959.0%
CRDO vs SWK
+15.2%
+943.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.8% | +1.2% | -0.5% |
| 7D | -18.8% | +0.1% | -18.9% | -19.1% |
| 30D | -32.9% | -8.9% | -24.0% | -30.5% |
| 3M | -24.5% | +20.5% | -45.0% | -30.1% |
| 6M | +52.7% | +27.1% | +25.6% | +37.7% |
| YTD | +16.6% | +30.2% | -13.6% | +2.4% |
| 1Y | +13.7% | +24.8% | -11.1% | +1.4% |
| 3Y | +959.0% | +16.3% | +942.7% | +828.7% |
| All | +959.0% | +15.2% | +943.8% | +828.7% |
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