+399.8%
CRWD vs ROIV
+253.6%
+146.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +18.8% | -20.2% | -5.8% |
| 7D | -2.3% | +20.2% | -22.5% | -7.0% |
| 30D | -2.1% | +14.1% | -16.2% | -5.4% |
| 3M | +27.5% | +45.6% | -18.1% | +16.1% |
| 6M | +95.8% | +44.1% | +51.7% | +78.0% |
| YTD | +79.2% | +91.2% | -11.9% | +51.3% |
| 1Y | +96.3% | +221.3% | -125.0% | +44.2% |
| 3Y | +399.8% | +229.2% | +170.6% | +240.7% |
| All | +399.8% | +253.6% | +146.2% | +240.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling