+80.6%
CRWD vs BEN
+56.2%
+24.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.7% | -6.2% | -2.9% |
| 7D | -9.6% | +6.7% | -16.4% | -11.5% |
| 30D | -11.6% | +3.0% | -14.6% | -12.5% |
| 3M | +14.1% | -4.3% | +18.4% | +15.8% |
| 6M | +105.4% | +16.4% | +89.1% | +95.4% |
| YTD | +105.6% | +46.8% | +58.9% | +81.5% |
| 1Y | +80.6% | +57.3% | +23.2% | +56.9% |
| All | +80.6% | +56.2% | +24.3% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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