+216.7%
CRWD vs USFD
+214.9%
+1.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | -2.3% | -3.3% | +1.0% | -0.8% |
| 30D | -2.1% | -5.3% | +3.3% | +0.2% |
| 3M | +27.5% | +18.8% | +8.7% | +16.6% |
| 6M | +95.8% | +14.3% | +81.5% | +80.1% |
| YTD | +79.2% | +36.9% | +42.3% | +46.0% |
| 1Y | +96.3% | +31.7% | +64.5% | +62.7% |
| 3Y | +399.8% | +164.5% | +235.3% | +173.5% |
| 5Y | +216.7% | +212.6% | +4.2% | +55.0% |
| All | +216.7% | +214.9% | +1.9% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling