+256.7%
CRWD vs CVE
+158.6%
+98.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | +4.5% | +5.9% | -1.5% | +3.0% |
| 30D | -9.1% | -10.9% | +1.8% | -6.7% |
| 3M | +0.5% | -4.5% | +5.0% | +1.3% |
| 6M | +61.1% | -1.0% | +62.1% | +60.1% |
| YTD | +93.4% | +74.7% | +18.6% | +63.6% |
| 1Y | +71.1% | +65.8% | +5.3% | +46.6% |
| 3Y | +351.1% | +73.2% | +277.9% | +269.9% |
| All | +256.7% | +158.6% | +98.0% | +174.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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