+257.4%
CRWD vs EXE
+182.2%
+75.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -3.0% | -3.1% | +0.2% | -2.4% |
| 30D | -6.8% | -0.9% | -5.9% | -6.6% |
| 3M | +19.6% | +9.6% | +10.0% | +17.3% |
| 6M | +87.1% | -11.6% | +98.7% | +91.0% |
| YTD | +76.4% | -12.6% | +89.0% | +80.0% |
| 1Y | +90.8% | +1.2% | +89.6% | +87.7% |
| 3Y | +380.0% | +18.0% | +361.9% | +356.2% |
| 5Y | +215.6% | +101.1% | +114.5% | +179.9% |
| All | +257.4% | +182.2% | +75.2% | +194.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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