+1,369.7%
CRWD vs IBB
+110.1%
+1,259.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.1% |
| 7D | -2.4% | +1.4% | -3.8% | -3.8% |
| 30D | +1.5% | +10.5% | -8.9% | -8.4% |
| 3M | +18.5% | +23.6% | -5.1% | -4.2% |
| 6M | +109.1% | +22.6% | +86.5% | +68.1% |
| YTD | +81.8% | +25.7% | +56.2% | +42.5% |
| 1Y | +106.7% | +51.4% | +55.3% | +33.8% |
| 3Y | +428.7% | +64.4% | +364.3% | +201.4% |
| 5Y | +206.4% | +22.1% | +184.2% | +140.7% |
| All | +1,369.7% | +110.1% | +1,259.6% | +492.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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