+1,325.8%
CRWD vs CHD
+33.9%
+1,291.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.0% | -4.5% | +1.5% | -2.4% |
| 30D | -6.8% | -6.7% | -0.1% | -5.9% |
| 3M | +19.6% | -2.7% | +22.3% | +19.9% |
| 6M | +87.1% | -4.9% | +92.0% | +88.0% |
| YTD | +76.4% | +13.3% | +63.1% | +70.2% |
| 1Y | +90.8% | +1.0% | +89.8% | +88.6% |
| 3Y | +380.0% | +1.3% | +378.7% | +363.6% |
| 5Y | +215.6% | +20.8% | +194.8% | +173.7% |
| All | +1,325.8% | +33.9% | +1,291.9% | +1,017.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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