+225.5%
CRWD vs AEE
+38.7%
+186.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.0% | -0.8% | -2.2% | -3.0% |
| 30D | -6.8% | -2.9% | -3.9% | -7.0% |
| 3M | +19.6% | -2.4% | +22.0% | +19.3% |
| 6M | +87.1% | -2.7% | +89.8% | +86.7% |
| YTD | +76.4% | +7.3% | +69.2% | +75.8% |
| 1Y | +90.8% | +7.5% | +83.3% | +90.0% |
| 3Y | +380.0% | +46.2% | +333.8% | +378.4% |
| All | +225.5% | +38.7% | +186.9% | +233.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 5y: compounded portfolio wealth divided by compounded AEE 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…
5y analysis · Full analysis span regression · 6 months rolling