+225.5%
CRWD vs CHTR
-81.7%
+307.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -1.7% |
| 7D | -3.0% | -4.1% | +1.1% | -2.3% |
| 30D | -6.8% | -3.0% | -3.8% | -6.8% |
| 3M | +19.6% | +4.8% | +14.8% | +17.1% |
| 6M | +87.1% | -35.0% | +122.1% | +99.7% |
| YTD | +76.4% | -30.2% | +106.6% | +84.1% |
| 1Y | +90.8% | -44.8% | +135.6% | +111.1% |
| 3Y | +380.0% | -66.6% | +446.5% | +501.2% |
| All | +225.5% | -81.7% | +307.2% | +427.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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