+1,325.8%
CRWD vs BWA
+106.6%
+1,219.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.3% |
| 7D | -3.0% | -1.3% | -1.7% | -2.7% |
| 30D | -6.8% | -2.9% | -3.8% | -6.3% |
| 3M | +19.6% | -10.7% | +30.3% | +22.0% |
| 6M | +87.1% | +26.5% | +60.6% | +77.1% |
| YTD | +76.4% | +49.1% | +27.3% | +59.4% |
| 1Y | +90.8% | +52.1% | +38.8% | +71.4% |
| 3Y | +380.0% | +72.6% | +307.4% | +308.7% |
| 5Y | +215.6% | +89.4% | +126.2% | +157.7% |
| All | +1,325.8% | +106.6% | +1,219.1% | +887.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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