+213.5%
CRWD vs RCL
+233.3%
-19.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.4% |
| 7D | +2.2% | -2.2% | +4.4% | +3.0% |
| 30D | -7.7% | -15.7% | +8.0% | -2.1% |
| 3M | +28.9% | -8.0% | +36.9% | +31.5% |
| 6M | +91.5% | -10.1% | +101.6% | +94.4% |
| YTD | +77.3% | -5.9% | +83.2% | +73.0% |
| 1Y | +96.3% | -23.5% | +119.8% | +106.2% |
| 3Y | +394.5% | +174.4% | +220.1% | +197.6% |
| 5Y | +213.5% | +227.1% | -13.7% | +55.6% |
| All | +213.5% | +233.3% | -19.8% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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