+225.5%
CRWD vs AZO
+85.8%
+139.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -3.0% | -3.6% | +0.6% | -2.4% |
| 30D | -6.8% | -5.6% | -1.2% | -5.9% |
| 3M | +19.6% | -6.6% | +26.2% | +20.5% |
| 6M | +87.1% | -22.5% | +109.6% | +95.2% |
| YTD | +76.4% | -15.2% | +91.6% | +80.4% |
| 1Y | +90.8% | -33.9% | +124.8% | +105.6% |
| 3Y | +380.0% | +11.8% | +368.2% | +332.0% |
| All | +225.5% | +85.8% | +139.8% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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