+225.5%
CRWD vs WSM
+175.3%
+50.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.4% |
| 7D | -3.0% | -0.5% | -2.5% | -2.8% |
| 30D | -6.8% | -7.7% | +0.9% | -4.1% |
| 3M | +19.6% | +3.8% | +15.8% | +17.8% |
| 6M | +87.1% | +22.7% | +64.4% | +72.7% |
| YTD | +76.4% | +28.0% | +48.4% | +59.7% |
| 1Y | +90.8% | +12.7% | +78.1% | +80.1% |
| 3Y | +380.0% | +231.3% | +148.7% | +158.4% |
| All | +225.5% | +175.3% | +50.3% | +76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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