+80.6%
CRWD vs AXP
-6.4%
+86.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.2% | -3.7% | -2.1% |
| 7D | -9.6% | +4.6% | -14.2% | -10.8% |
| 30D | -11.6% | +9.7% | -21.4% | -14.5% |
| 3M | +14.1% | -3.8% | +17.9% | +16.1% |
| 6M | +105.4% | +4.8% | +100.6% | +102.3% |
| YTD | +105.6% | -9.1% | +114.7% | +108.3% |
| 1Y | +80.6% | -6.7% | +87.3% | +81.7% |
| All | +80.6% | -6.4% | +86.9% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling