+1,325.8%
CRWD vs RTX
+198.5%
+1,127.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -3.0% | -1.5% | -1.4% | -2.6% |
| 30D | -6.8% | -11.0% | +4.2% | -4.0% |
| 3M | +19.6% | +7.7% | +11.9% | +17.1% |
| 6M | +87.1% | -3.9% | +91.0% | +88.3% |
| YTD | +76.4% | +9.0% | +67.5% | +71.2% |
| 1Y | +90.8% | +27.3% | +63.6% | +77.1% |
| 3Y | +380.0% | +172.9% | +207.1% | +260.7% |
| 5Y | +215.6% | +165.2% | +50.5% | +141.2% |
| All | +1,325.8% | +198.5% | +1,127.3% | +1,053.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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