+370.7%
CRWD vs ROIV
+289.9%
+80.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | -2.8% | +19.0% | -21.8% | -6.4% |
| 30D | -5.9% | +16.1% | -22.0% | -8.8% |
| 3M | +29.0% | +44.1% | -15.1% | +19.8% |
| 6M | +91.5% | +37.8% | +53.6% | +78.8% |
| YTD | +78.2% | +88.7% | -10.4% | +56.1% |
| 1Y | +96.6% | +197.3% | -100.7% | +57.4% |
| 3Y | +397.0% | +224.9% | +172.1% | +282.8% |
| 5Y | +218.9% | +311.0% | -92.2% | +111.7% |
| All | +370.7% | +289.9% | +80.8% | +229.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ROIV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling