+137.4%
CRWV vs SWK
+25.1%
+112.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.3% | -2.6% | -3.8% |
| 7D | +17.3% | -4.6% | +21.9% | +19.7% |
| 30D | +7.7% | -9.9% | +17.6% | +12.8% |
| 3M | -3.6% | +15.4% | -19.0% | -9.7% |
| 6M | +27.6% | +25.0% | +2.6% | +13.7% |
| YTD | +32.6% | +27.2% | +5.4% | +16.8% |
| 1Y | -5.3% | +24.6% | -29.9% | -15.8% |
| All | +137.4% | +25.1% | +112.3% | +105.5% |
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