+1,340.4%
CRWD vs USFD
+161.4%
+1,179.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.8% |
| 7D | -2.8% | -8.0% | +5.2% | -1.0% |
| 30D | -5.9% | -13.1% | +7.2% | -2.9% |
| 3M | +29.0% | +6.5% | +22.5% | +26.6% |
| 6M | +91.5% | +5.7% | +85.7% | +87.2% |
| YTD | +78.2% | +27.5% | +50.7% | +65.1% |
| 1Y | +96.6% | +23.4% | +73.2% | +83.4% |
| 3Y | +397.0% | +146.4% | +250.6% | +294.9% |
| 5Y | +218.9% | +196.8% | +22.1% | +143.5% |
| All | +1,340.4% | +161.4% | +1,179.0% | +1,302.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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