+1,369.7%
CRWD vs IVV
+198.3%
+1,171.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.3% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +1.5% | +0.1% | +1.5% | +1.7% |
| 3M | +18.5% | +2.0% | +16.5% | +16.3% |
| 6M | +109.1% | +13.0% | +96.0% | +80.0% |
| YTD | +81.8% | +13.6% | +68.2% | +56.0% |
| 1Y | +106.7% | +20.1% | +86.6% | +66.1% |
| 3Y | +428.7% | +77.6% | +351.1% | +174.3% |
| 5Y | +206.4% | +82.5% | +123.9% | +58.8% |
| All | +1,369.7% | +198.3% | +1,171.4% | +320.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling