+1,348.4%
CRWD vs AXP
+191.6%
+1,156.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -2.3% | +0.6% | -2.9% | -2.6% |
| 30D | -2.1% | -4.3% | +2.3% | -0.5% |
| 3M | +27.5% | +4.7% | +22.8% | +25.2% |
| 6M | +95.8% | +9.0% | +86.8% | +89.3% |
| YTD | +79.2% | -11.1% | +90.3% | +86.1% |
| 1Y | +96.3% | +1.3% | +95.0% | +93.8% |
| 3Y | +399.8% | +114.5% | +285.3% | +288.1% |
| 5Y | +216.7% | +118.0% | +98.7% | +146.3% |
| All | +1,348.4% | +191.6% | +1,156.8% | +940.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling