+226.2%
CRWD vs CASY
+265.4%
-39.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.8% | +1.0% |
| 7D | -5.0% | +5.8% | -10.8% | -6.0% |
| 30D | -12.9% | +10.7% | -23.6% | -14.8% |
| 3M | +3.2% | -13.9% | +17.1% | +5.9% |
| 6M | +69.0% | -18.4% | +87.4% | +74.9% |
| YTD | +95.5% | +29.6% | +65.8% | +74.3% |
| 1Y | +64.6% | +32.8% | +31.8% | +45.1% |
| 3Y | +366.7% | +162.3% | +204.5% | +219.5% |
| 5Y | +226.2% | +265.0% | -38.9% | +77.3% |
| All | +226.2% | +265.4% | -39.2% | +77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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