+1,462.8%
CRWD vs USB
+56.3%
+1,406.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.6% |
| 7D | +4.5% | +2.6% | +1.9% | +3.9% |
| 30D | -9.1% | +8.4% | -17.5% | -10.8% |
| 3M | +0.5% | -5.5% | +6.0% | +1.7% |
| 6M | +61.1% | +17.7% | +43.4% | +54.9% |
| YTD | +93.4% | +17.6% | +75.8% | +85.6% |
| 1Y | +71.1% | +33.9% | +37.2% | +59.3% |
| 3Y | +351.1% | +103.8% | +247.2% | +285.1% |
| 5Y | +218.8% | +25.6% | +193.2% | +189.9% |
| All | +1,462.8% | +56.3% | +1,406.6% | +1,301.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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