+213.5%
CRWD vs PFE
-22.1%
+235.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | +2.2% | -4.3% | +6.4% | +2.5% |
| 30D | -7.7% | +2.7% | -10.4% | -8.0% |
| 3M | +28.9% | +10.0% | +18.9% | +27.6% |
| 6M | +91.5% | +7.2% | +84.3% | +90.0% |
| YTD | +77.3% | +17.3% | +60.0% | +74.2% |
| 1Y | +96.3% | +20.3% | +76.0% | +91.9% |
| 3Y | +394.5% | -1.6% | +396.1% | +389.9% |
| 5Y | +213.5% | -21.4% | +234.8% | +261.4% |
| All | +213.5% | -22.1% | +235.6% | +261.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 5y: compounded portfolio wealth divided by compounded PFE 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…
5y analysis · Full analysis span regression · 6 months rolling