+1,340.4%
CRWD vs DIS
-18.2%
+1,358.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.2% |
| 7D | -2.8% | -1.3% | -1.6% | -2.3% |
| 30D | -5.9% | +2.2% | -8.1% | -7.3% |
| 3M | +29.0% | +8.1% | +20.8% | +23.5% |
| 6M | +91.5% | +5.2% | +86.2% | +84.6% |
| YTD | +78.2% | -6.3% | +84.5% | +80.4% |
| 1Y | +96.6% | -7.3% | +103.9% | +99.3% |
| 3Y | +397.0% | +33.8% | +363.2% | +308.9% |
| 5Y | +218.9% | -40.7% | +259.6% | +255.8% |
| All | +1,340.4% | -18.2% | +1,358.6% | +1,281.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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