+1,369.7%
CRWD vs WEC
+62.4%
+1,307.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | -2.4% | -0.3% | -2.2% | -2.4% |
| 30D | +1.5% | -1.3% | +2.8% | +1.5% |
| 3M | +18.5% | -3.9% | +22.5% | +18.4% |
| 6M | +109.1% | -8.3% | +117.4% | +108.7% |
| YTD | +81.8% | +3.1% | +78.8% | +81.7% |
| 1Y | +106.7% | +1.9% | +104.7% | +106.4% |
| 3Y | +428.7% | +41.9% | +386.8% | +424.7% |
| 5Y | +206.4% | +30.8% | +175.6% | +205.3% |
| All | +1,369.7% | +62.4% | +1,307.3% | +1,165.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling