+213.5%
CRWD vs HD
+6.0%
+207.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | 0.0% | -0.5% |
| 7D | +2.2% | -1.8% | +4.0% | +3.1% |
| 30D | -7.7% | -10.8% | +3.1% | -2.5% |
| 3M | +28.9% | -2.7% | +31.6% | +29.8% |
| 6M | +91.5% | -10.3% | +101.8% | +99.6% |
| YTD | +77.3% | -7.8% | +85.1% | +80.8% |
| 1Y | +96.3% | -23.1% | +119.4% | +123.1% |
| 3Y | +394.5% | +2.0% | +392.5% | +351.0% |
| 5Y | +213.5% | +6.2% | +207.3% | +153.8% |
| All | +213.5% | +6.0% | +207.5% | +153.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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