+1,462.8%
CRWD vs GEN
+227.2%
+1,235.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -2.5% |
| 7D | +4.5% | +2.0% | +2.4% | +3.4% |
| 30D | -9.1% | +27.7% | -36.8% | -20.3% |
| 3M | +0.5% | +3.3% | -2.8% | -2.6% |
| 6M | +61.1% | +31.8% | +29.3% | +38.2% |
| YTD | +93.4% | +13.5% | +79.9% | +77.3% |
| 1Y | +71.1% | +16.0% | +55.1% | +55.0% |
| 3Y | +351.1% | +70.6% | +280.5% | +231.8% |
| 5Y | +218.8% | +32.1% | +186.7% | +160.0% |
| All | +1,462.8% | +227.2% | +1,235.6% | +633.9% |
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