+1,040.7%
CRDO vs SWK
-19.8%
+1,060.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.8% | +7.4% | +9.2% |
| 7D | -5.1% | +10.7% | -15.8% | -9.1% |
| 30D | -38.6% | +33.3% | -72.0% | -45.7% |
| 3M | -46.8% | +14.7% | -61.5% | -50.1% |
| 6M | -29.5% | +48.5% | -78.0% | -40.3% |
| YTD | -7.6% | +63.9% | -71.5% | -26.3% |
| 1Y | -18.8% | +80.4% | -99.2% | -38.0% |
| 3Y | +783.0% | +58.1% | +724.9% | +574.8% |
| All | +1,040.7% | -19.8% | +1,060.5% | +952.7% |
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 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