+80.6%
CRWD vs SCHW
+1.9%
+78.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -2.5% |
| 7D | -9.6% | +5.2% | -14.8% | -10.6% |
| 30D | -11.6% | -4.7% | -6.9% | -10.6% |
| 3M | +14.1% | -11.9% | +26.0% | +17.2% |
| 6M | +105.4% | +2.7% | +102.7% | +100.7% |
| YTD | +105.6% | -5.6% | +111.3% | +102.2% |
| 1Y | +80.6% | +0.8% | +79.8% | +71.7% |
| All | +80.6% | +1.9% | +78.7% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling