+213.5%
CRWD vs WMB
+285.8%
-72.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | +2.2% | 0.0% | +2.2% | +2.1% |
| 30D | -7.7% | +4.6% | -12.3% | -9.2% |
| 3M | +28.9% | +5.7% | +23.1% | +25.8% |
| 6M | +91.5% | +4.2% | +87.3% | +86.9% |
| YTD | +77.3% | +26.8% | +50.5% | +58.9% |
| 1Y | +96.3% | +34.7% | +61.6% | +70.4% |
| 3Y | +394.5% | +146.8% | +247.7% | +247.2% |
| 5Y | +213.5% | +285.0% | -71.5% | +128.0% |
| All | +213.5% | +285.8% | -72.3% | +128.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling