+382.4%
CRWD vs WMB
+145.3%
+237.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | +2.2% | 0.0% | +2.2% | +2.1% |
| 30D | -7.7% | +4.6% | -12.3% | -9.1% |
| 3M | +28.9% | +5.7% | +23.1% | +26.0% |
| 6M | +91.5% | +4.2% | +87.3% | +87.2% |
| YTD | +77.3% | +26.8% | +50.5% | +58.5% |
| 1Y | +96.3% | +34.7% | +61.6% | +68.9% |
| All | +382.4% | +145.3% | +237.1% | +300.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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