+62.0%
CRWD vs USB
+33.1%
+28.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -7.7% | +1.4% | -9.2% | -7.8% |
| 30D | -17.9% | +6.4% | -24.3% | -18.4% |
| 3M | +0.3% | -4.5% | +4.7% | +1.5% |
| 6M | +71.1% | +11.4% | +59.7% | +70.1% |
| YTD | +92.6% | +17.1% | +75.5% | +90.3% |
| 1Y | +62.0% | +32.6% | +29.4% | +54.2% |
| All | +62.0% | +33.1% | +28.9% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling