+1,462.8%
CRWD vs IVV
+192.8%
+1,270.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +4.5% | +2.6% | +1.9% | +1.2% |
| 30D | -9.1% | -2.0% | -7.1% | -6.3% |
| 3M | +0.5% | -2.8% | +3.2% | +4.8% |
| 6M | +61.1% | +2.2% | +59.0% | +58.6% |
| YTD | +93.4% | +11.5% | +81.8% | +70.5% |
| 1Y | +71.1% | +13.5% | +57.6% | +47.7% |
| 3Y | +351.1% | +78.1% | +273.0% | +134.3% |
| 5Y | +218.8% | +73.1% | +145.7% | +74.8% |
| All | +1,462.8% | +192.8% | +1,270.0% | +359.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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