+218.9%
CRWD vs SHW
+11.7%
+207.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | -2.8% | -4.5% | +1.6% | -1.0% |
| 30D | -5.9% | -12.7% | +6.8% | -0.6% |
| 3M | +29.0% | +4.7% | +24.3% | +25.9% |
| 6M | +91.5% | -3.4% | +94.9% | +91.6% |
| YTD | +78.2% | -1.3% | +79.6% | +74.7% |
| 1Y | +96.6% | -10.4% | +107.0% | +101.9% |
| 3Y | +397.0% | +20.1% | +376.9% | +329.3% |
| 5Y | +218.9% | +10.5% | +208.4% | +165.3% |
| All | +218.9% | +11.7% | +207.1% | +165.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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