+1,325.8%
CRWD vs AEE
+71.3%
+1,254.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.0% | -0.8% | -2.2% | -2.9% |
| 30D | -6.8% | -2.9% | -3.9% | -6.5% |
| 3M | +19.6% | -2.4% | +22.0% | +19.7% |
| 6M | +87.1% | -2.7% | +89.8% | +86.9% |
| YTD | +76.4% | +7.3% | +69.2% | +73.8% |
| 1Y | +90.8% | +7.5% | +83.3% | +87.7% |
| 3Y | +380.0% | +46.2% | +333.8% | +348.6% |
| 5Y | +215.6% | +39.7% | +175.9% | +196.1% |
| All | +1,325.8% | +71.3% | +1,254.5% | +1,094.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling