+216.7%
CRWD vs EXPD
+60.9%
+155.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | -2.3% | -0.9% | -1.4% | -2.0% |
| 30D | -2.1% | +4.1% | -6.1% | -3.6% |
| 3M | +27.5% | +13.8% | +13.7% | +21.2% |
| 6M | +95.8% | +27.3% | +68.6% | +77.3% |
| YTD | +79.2% | +25.4% | +53.8% | +61.7% |
| 1Y | +96.3% | +54.4% | +41.9% | +60.2% |
| 3Y | +399.8% | +67.9% | +331.9% | +274.5% |
| 5Y | +216.7% | +59.2% | +157.6% | +120.3% |
| All | +216.7% | +60.9% | +155.8% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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