+80.6%
CRWD vs PSX
+97.5%
-17.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.5% | +3.0% | -1.8% |
| 7D | -9.6% | -5.2% | -4.5% | -9.9% |
| 30D | -11.6% | -3.7% | -7.9% | -11.9% |
| 3M | +14.1% | +26.8% | -12.7% | +12.8% |
| 6M | +105.4% | +47.3% | +58.1% | +102.2% |
| YTD | +105.6% | +105.4% | +0.2% | +102.8% |
| 1Y | +80.6% | +96.9% | -16.4% | +78.3% |
| All | +80.6% | +97.5% | -17.0% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling