+216.1%
CRWD vs AXP
+118.2%
+97.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.2% |
| 7D | -2.4% | -2.1% | -0.3% | -1.2% |
| 30D | +1.5% | -6.5% | +8.1% | +5.7% |
| 3M | +18.5% | +4.6% | +13.9% | +14.8% |
| 6M | +109.1% | +5.4% | +103.7% | +100.8% |
| YTD | +81.8% | -11.1% | +93.0% | +93.3% |
| 1Y | +106.7% | -0.3% | +107.0% | +102.8% |
| 3Y | +428.7% | +111.6% | +317.1% | +215.8% |
| All | +216.1% | +118.2% | +97.9% | +84.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling