+1,485.3%
CRWD vs SWK
+0.8%
+1,484.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +1.0% |
| 7D | +5.8% | -2.0% | +7.8% | +6.4% |
| 30D | -12.0% | +24.6% | -36.6% | -17.7% |
| 3M | +3.6% | +10.8% | -7.1% | +0.1% |
| 6M | +68.3% | +46.1% | +22.3% | +49.4% |
| YTD | +96.2% | +56.8% | +39.3% | +68.2% |
| 1Y | +68.4% | +72.7% | -4.3% | +39.9% |
| 3Y | +368.4% | +49.9% | +318.5% | +285.3% |
| 5Y | +223.4% | -30.9% | +254.3% | +228.0% |
| All | +1,485.3% | +0.8% | +1,484.5% | +1,297.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling