+122.5%
CRWV vs SWK
+21.7%
+100.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -0.4% | -7.5% | +7.1% | +3.2% |
| 30D | -17.4% | -12.5% | -4.9% | -12.1% |
| 3M | -7.1% | +8.3% | -15.3% | -10.1% |
| 6M | +8.6% | +23.4% | -14.8% | -2.6% |
| YTD | +24.3% | +23.8% | +0.4% | +11.0% |
| 1Y | -21.0% | +17.0% | -38.1% | -27.3% |
| All | +122.5% | +21.7% | +100.7% | +95.2% |
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