+380.0%
CRWD vs WEC
+39.2%
+340.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -3.0% | -0.6% | -2.4% | -3.2% |
| 30D | -6.8% | -2.6% | -4.2% | -7.7% |
| 3M | +19.6% | -6.0% | +25.6% | +17.0% |
| 6M | +87.1% | -5.4% | +92.5% | +84.3% |
| YTD | +76.4% | +2.5% | +73.9% | +78.2% |
| 1Y | +90.8% | -0.7% | +91.5% | +91.2% |
| 3Y | +380.0% | +38.7% | +341.3% | +446.3% |
| All | +380.0% | +39.2% | +340.8% | +446.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling