+1,479.7%
CRWD vs IVV
+194.9%
+1,284.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | -0.2% |
| 7D | -5.0% | -0.9% | -4.0% | -3.5% |
| 30D | -12.9% | -2.3% | -10.6% | -9.8% |
| 3M | +3.2% | -1.2% | +4.4% | +5.4% |
| 6M | +69.0% | +3.3% | +65.7% | +64.0% |
| YTD | +95.5% | +12.3% | +83.1% | +70.8% |
| 1Y | +64.6% | +12.5% | +52.0% | +43.6% |
| 3Y | +366.7% | +79.2% | +287.6% | +140.5% |
| 5Y | +226.2% | +75.6% | +150.5% | +76.1% |
| All | +1,479.7% | +194.9% | +1,284.8% | +359.9% |
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