+261.8%
CRWD vs CSGP
-63.5%
+325.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.6% |
| 7D | +5.8% | -6.1% | +11.9% | +8.3% |
| 30D | -12.0% | +0.3% | -12.3% | -13.8% |
| 3M | +3.6% | -1.3% | +5.0% | +1.1% |
| 6M | +68.3% | -8.9% | +77.3% | +68.0% |
| YTD | +96.2% | -55.2% | +151.4% | +171.2% |
| 1Y | +68.4% | -56.4% | +124.8% | +135.7% |
| 3Y | +368.4% | -62.2% | +430.6% | +558.7% |
| All | +261.8% | -63.5% | +325.3% | +402.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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