+10,197.9%
CRS vs SWK
+1,275.2%
+8,922.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -16.6% | -5.7% | -10.9% | -14.1% |
| 3M | -3.5% | +24.1% | -27.5% | -14.6% |
| 6M | +15.4% | +24.7% | -9.3% | +1.9% |
| YTD | +51.2% | +33.9% | +17.3% | +27.6% |
| 1Y | +98.3% | +34.7% | +63.6% | +65.7% |
| 3Y | +651.5% | +15.3% | +636.3% | +542.7% |
| 5Y | +1,411.1% | -39.3% | +1,450.4% | +1,648.7% |
| 10Y | +1,424.3% | +2.5% | +1,421.9% | +1,270.9% |
| All | +10,197.9% | +1,275.2% | +8,922.7% | +4,172.8% |
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 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