+1,462.8%
CRWD vs IBB
+110.6%
+1,352.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.0% |
| 7D | +4.5% | -0.5% | +5.0% | +5.0% |
| 30D | -9.1% | +4.6% | -13.6% | -12.7% |
| 3M | +0.5% | +6.8% | -6.3% | -6.7% |
| 6M | +61.1% | +23.1% | +38.0% | +29.8% |
| YTD | +93.4% | +26.0% | +67.3% | +50.8% |
| 1Y | +71.1% | +30.4% | +40.7% | +28.5% |
| 3Y | +351.1% | +85.4% | +265.6% | +124.7% |
| 5Y | +218.8% | +39.7% | +179.1% | +118.5% |
| All | +1,462.8% | +110.6% | +1,352.2% | +526.7% |
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