+226.2%
CRWD vs USB
+25.0%
+201.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -5.0% | -0.5% | -4.4% | -4.7% |
| 30D | -12.9% | +5.7% | -18.6% | -14.5% |
| 3M | +3.2% | -4.7% | +7.9% | +4.8% |
| 6M | +69.0% | +13.4% | +55.6% | +61.2% |
| YTD | +95.5% | +17.0% | +78.5% | +83.9% |
| 1Y | +64.6% | +32.4% | +32.2% | +48.1% |
| 3Y | +366.7% | +101.7% | +265.1% | +264.9% |
| 5Y | +226.2% | +24.4% | +201.7% | +187.5% |
| All | +226.2% | +25.0% | +201.1% | +187.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling