+410.7%
CRWD vs ROIV
+276.5%
+134.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.2% |
| 7D | +4.5% | +1.7% | +2.8% | +4.1% |
| 30D | -9.1% | +17.6% | -26.7% | -11.9% |
| 3M | +0.5% | +9.0% | -8.5% | -1.7% |
| 6M | +61.1% | +35.3% | +25.8% | +50.8% |
| YTD | +93.4% | +82.2% | +11.2% | +70.2% |
| 1Y | +71.1% | +92.3% | -21.2% | +48.9% |
| 3Y | +351.1% | +336.8% | +14.3% | +233.8% |
| 5Y | +218.8% | +370.6% | -151.8% | +101.6% |
| All | +410.7% | +276.5% | +134.3% | +259.0% |
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