+1,369.7%
CRWD vs GEN
+229.9%
+1,139.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | +0.2% |
| 7D | -2.4% | -1.2% | -1.2% | -1.8% |
| 30D | +1.5% | +10.1% | -8.6% | -3.2% |
| 3M | +18.5% | +16.1% | +2.5% | +9.8% |
| 6M | +109.1% | +38.9% | +70.2% | +76.9% |
| YTD | +81.8% | +14.4% | +67.4% | +68.8% |
| 1Y | +106.7% | +5.9% | +100.8% | +98.7% |
| 3Y | +428.7% | +58.8% | +369.9% | +308.2% |
| 5Y | +206.4% | +24.7% | +181.7% | +160.5% |
| All | +1,369.7% | +229.9% | +1,139.7% | +598.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling