+1,325.8%
CRWD vs SCHW
+177.9%
+1,147.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.0% | -1.9% | -1.1% | -2.4% |
| 30D | -6.8% | -1.6% | -5.2% | -6.4% |
| 3M | +19.6% | +21.3% | -1.7% | +12.2% |
| 6M | +87.1% | +16.5% | +70.6% | +77.3% |
| YTD | +76.4% | +8.4% | +68.0% | +70.8% |
| 1Y | +90.8% | +15.6% | +75.2% | +80.8% |
| 3Y | +380.0% | +86.8% | +293.1% | +291.9% |
| 5Y | +215.6% | +60.5% | +155.1% | +164.8% |
| All | +1,325.8% | +177.9% | +1,147.9% | +890.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling