+1,476.4%
CRWD vs SWKS
+34.5%
+1,441.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.1% |
| 7D | -5.5% | -2.7% | -2.7% | -4.3% |
| 30D | -16.9% | +8.5% | -25.4% | -19.6% |
| 3M | +6.6% | +17.3% | -10.7% | -2.9% |
| 6M | +73.2% | +25.1% | +48.1% | +49.7% |
| YTD | +95.1% | +33.3% | +61.7% | +59.4% |
| 1Y | +69.4% | +22.9% | +46.5% | +43.8% |
| 3Y | +379.3% | +5.5% | +373.8% | +295.3% |
| 5Y | +211.9% | -41.9% | +253.8% | +250.2% |
| All | +1,476.4% | +34.5% | +1,441.9% | +900.9% |
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