+1,325.8%
CRWD vs HL
+1,237.0%
+88.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | -3.0% | -4.4% | +1.4% | -2.4% |
| 30D | -6.8% | +9.3% | -16.1% | -8.4% |
| 3M | +19.6% | +32.0% | -12.4% | +13.9% |
| 6M | +87.1% | -6.4% | +93.5% | +86.1% |
| YTD | +76.4% | +3.1% | +73.3% | +70.5% |
| 1Y | +90.8% | +77.6% | +13.3% | +67.6% |
| 3Y | +380.0% | +392.8% | -12.8% | +241.3% |
| 5Y | +215.6% | +234.1% | -18.5% | +129.8% |
| All | +1,325.8% | +1,237.0% | +88.8% | +458.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 10y: compounded portfolio wealth divided by compounded HL 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…
10y analysis · Full analysis span regression · 6 months rolling