+1,100.1%
CRDO vs SWK
-23.2%
+1,123.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.3% |
| 7D | +24.5% | -2.0% | +26.4% | +25.4% |
| 30D | -29.5% | +24.6% | -54.1% | -36.0% |
| 3M | -47.9% | +10.8% | -58.7% | -50.4% |
| 6M | -29.6% | +46.1% | -75.7% | -40.0% |
| YTD | -2.8% | +56.8% | -59.7% | -21.2% |
| 1Y | -12.8% | +72.7% | -85.5% | -32.4% |
| 3Y | +771.1% | +49.9% | +721.2% | +578.9% |
| All | +1,100.1% | -23.2% | +1,123.3% | +1,025.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling