+1,333.1%
CRWD vs SWKS
+24.3%
+1,308.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.7% |
| 7D | +2.2% | +6.8% | -4.6% | -0.8% |
| 30D | -7.7% | +11.3% | -19.0% | -12.2% |
| 3M | +28.9% | +4.1% | +24.8% | +24.7% |
| 6M | +91.5% | +39.7% | +51.8% | +58.1% |
| YTD | +77.3% | +23.2% | +54.1% | +53.1% |
| 1Y | +96.3% | +5.3% | +91.0% | +81.8% |
| 3Y | +394.5% | -15.1% | +409.6% | +366.7% |
| 5Y | +213.5% | -50.3% | +263.8% | +285.4% |
| All | +1,333.1% | +24.3% | +1,308.8% | +861.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling