+364.5%
CRWD vs USB
+89.5%
+275.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -13.4% | 0.0% | -13.4% | -13.4% |
| 30D | -18.3% | +5.8% | -24.1% | -20.1% |
| 3M | +4.6% | -6.0% | +10.5% | +7.0% |
| 6M | +85.4% | +7.8% | +77.6% | +78.9% |
| YTD | +85.1% | +14.6% | +70.5% | +73.2% |
| 1Y | +62.9% | +31.8% | +31.1% | +42.8% |
| 3Y | +364.5% | +91.5% | +273.0% | +258.2% |
| All | +364.5% | +89.5% | +275.0% | +258.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling