+218.9%
CRWD vs WCC
+211.6%
+7.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +1.7% |
| 7D | -2.8% | +1.7% | -4.5% | -3.5% |
| 30D | -5.9% | -6.1% | +0.2% | -3.9% |
| 3M | +29.0% | +3.1% | +25.9% | +26.7% |
| 6M | +91.5% | +28.2% | +63.2% | +70.1% |
| YTD | +78.2% | +41.1% | +37.1% | +51.4% |
| 1Y | +96.6% | +61.3% | +35.3% | +57.2% |
| 3Y | +397.0% | +123.6% | +273.4% | +223.4% |
| 5Y | +218.9% | +214.8% | +4.1% | +62.2% |
| All | +218.9% | +211.6% | +7.2% | +62.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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