+599.6%
CRWD vs U
-33.1%
+632.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | +5.8% | +2.8% | +3.0% | +4.9% |
| 30D | -12.0% | +7.6% | -19.6% | -15.0% |
| 3M | +3.6% | +12.7% | -9.0% | -1.7% |
| 6M | +68.3% | +87.0% | -18.6% | +34.8% |
| YTD | +96.2% | +13.6% | +82.5% | +75.5% |
| 1Y | +68.4% | +25.3% | +43.2% | +45.4% |
| 3Y | +368.4% | +85.8% | +282.6% | +208.9% |
| 5Y | +223.4% | -74.5% | +297.9% | +281.8% |
| All | +599.6% | -33.1% | +632.7% | +543.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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