+357.5%
CRWD vs SPGI
+28.6%
+328.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.7% | +1.0% |
| 7D | +5.8% | -0.8% | +6.7% | +6.2% |
| 30D | -12.0% | +14.3% | -26.3% | -17.5% |
| 3M | +3.6% | +14.5% | -10.9% | -3.2% |
| 6M | +68.3% | +17.3% | +51.1% | +54.0% |
| YTD | +96.2% | -4.6% | +100.7% | +98.8% |
| 1Y | +68.4% | +0.8% | +67.7% | +65.1% |
| All | +357.5% | +28.6% | +328.9% | +252.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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