+380.0%
CRWD vs WFC
+134.7%
+245.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.3% |
| 7D | -3.0% | +0.4% | -3.3% | -3.1% |
| 30D | -6.8% | +1.5% | -8.3% | -7.4% |
| 3M | +19.6% | +10.2% | +9.4% | +15.0% |
| 6M | +87.1% | +18.8% | +68.3% | +73.2% |
| YTD | +76.4% | -1.5% | +77.9% | +76.8% |
| 1Y | +90.8% | +13.5% | +77.3% | +78.7% |
| 3Y | +380.0% | +135.0% | +245.0% | +252.6% |
| All | +380.0% | +134.7% | +245.3% | +252.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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