+1,325.8%
CRWD vs USHY
+40.8%
+1,285.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.1% |
| 7D | -3.0% | -0.7% | -2.3% | -1.6% |
| 30D | -6.8% | -0.7% | -6.1% | -5.4% |
| 3M | +19.6% | +0.1% | +19.5% | +19.7% |
| 6M | +87.1% | +1.8% | +85.3% | +81.3% |
| YTD | +76.4% | +1.8% | +74.6% | +71.1% |
| 1Y | +90.8% | +3.3% | +87.5% | +80.1% |
| 3Y | +380.0% | +27.0% | +353.0% | +214.5% |
| 5Y | +215.6% | +21.0% | +194.6% | +124.3% |
| All | +1,325.8% | +40.8% | +1,285.0% | +832.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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