+368.3%
CRWD vs ROIV
+298.2%
+70.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | +2.2% | +22.3% | -20.2% | -2.1% |
| 30D | -7.7% | +16.9% | -24.6% | -10.7% |
| 3M | +28.9% | +43.9% | -15.0% | +19.7% |
| 6M | +91.5% | +41.6% | +49.9% | +77.9% |
| YTD | +77.3% | +92.7% | -15.4% | +54.7% |
| 1Y | +96.3% | +210.2% | -113.9% | +55.9% |
| 3Y | +394.5% | +231.8% | +162.7% | +279.3% |
| 5Y | +213.5% | +319.8% | -106.3% | +107.3% |
| All | +368.3% | +298.2% | +70.1% | +226.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling