+218.9%
CRWD vs RTX
+162.0%
+56.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -2.8% | -2.0% | -0.9% | -2.2% |
| 30D | -5.9% | -11.2% | +5.3% | -1.8% |
| 3M | +29.0% | +12.0% | +16.9% | +23.5% |
| 6M | +91.5% | -3.6% | +95.0% | +93.3% |
| YTD | +78.2% | +9.2% | +69.0% | +70.2% |
| 1Y | +96.6% | +29.7% | +66.9% | +73.8% |
| 3Y | +397.0% | +152.0% | +245.1% | +217.4% |
| 5Y | +218.9% | +165.8% | +53.1% | +95.2% |
| All | +218.9% | +162.0% | +56.8% | +95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling