+380.0%
CRWD vs SONY
+42.2%
+337.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.6% |
| 7D | -3.0% | -2.7% | -0.3% | -2.0% |
| 30D | -6.8% | +1.5% | -8.3% | -7.6% |
| 3M | +19.6% | +13.0% | +6.6% | +13.1% |
| 6M | +87.1% | +11.2% | +75.9% | +77.5% |
| YTD | +76.4% | -6.6% | +83.1% | +79.6% |
| 1Y | +90.8% | -18.1% | +108.9% | +105.1% |
| 3Y | +380.0% | +42.1% | +337.9% | +315.8% |
| All | +380.0% | +42.2% | +337.7% | +315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 3y: compounded portfolio wealth divided by compounded SONY 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…
3y analysis · Full analysis span regression · 6 months rolling