+1,341.4%
CRDO vs SWKS
-39.0%
+1,380.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.5% | -1.4% | -0.9% |
| 7D | +1.6% | +6.8% | -5.2% | -2.7% |
| 30D | -30.0% | +11.3% | -41.3% | -35.8% |
| 3M | -28.3% | +4.1% | -32.4% | -30.8% |
| 6M | +44.8% | +39.7% | +5.1% | +12.2% |
| YTD | +16.7% | +23.2% | -6.5% | -4.2% |
| 1Y | +12.7% | +5.3% | +7.4% | +4.0% |
| 3Y | +960.1% | -15.1% | +975.2% | +958.8% |
| All | +1,341.4% | -39.0% | +1,380.4% | +1,645.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling