+64.6%
CRWD vs USB
+32.1%
+32.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -5.0% | -0.5% | -4.4% | -4.9% |
| 30D | -12.9% | +5.7% | -18.6% | -13.3% |
| 3M | +3.2% | -4.7% | +7.9% | +4.5% |
| 6M | +69.0% | +13.4% | +55.6% | +67.3% |
| YTD | +95.5% | +17.0% | +78.5% | +93.1% |
| 1Y | +64.6% | +32.4% | +32.2% | +57.0% |
| All | +64.6% | +32.1% | +32.4% | +57.0% |
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