+218.9%
CRWD vs GEN
+21.5%
+197.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | -2.8% | -4.3% | +1.5% | -0.6% |
| 30D | -5.9% | +3.8% | -9.6% | -7.6% |
| 3M | +29.0% | +22.3% | +6.7% | +16.0% |
| 6M | +91.5% | +39.0% | +52.5% | +61.1% |
| YTD | +78.2% | +11.9% | +66.3% | +66.5% |
| 1Y | +96.6% | +4.5% | +92.1% | +89.4% |
| 3Y | +397.0% | +59.0% | +338.0% | +280.5% |
| 5Y | +218.9% | +22.0% | +196.9% | +168.0% |
| All | +218.9% | +21.5% | +197.4% | +168.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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