+1,395.9%
CRWD vs SWK
+2.4%
+1,393.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -13.4% | +11.0% | -24.4% | -16.2% |
| 30D | -18.3% | +30.1% | -48.3% | -24.5% |
| 3M | +4.6% | +14.7% | -10.1% | 0.0% |
| 6M | +85.4% | +44.5% | +40.9% | +65.0% |
| YTD | +85.1% | +59.4% | +25.7% | +58.0% |
| 1Y | +62.9% | +77.5% | -14.6% | +34.2% |
| 3Y | +364.5% | +49.5% | +315.0% | +282.8% |
| 5Y | +217.3% | -24.9% | +242.2% | +214.2% |
| All | +1,395.9% | +2.4% | +1,393.5% | +1,212.4% |
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