+225.5%
CRWD vs XBI
+19.1%
+206.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -3.0% | -4.6% | +1.7% | 0.0% |
| 30D | -6.8% | -2.0% | -4.8% | -6.1% |
| 3M | +19.6% | +17.8% | +1.8% | +6.2% |
| 6M | +87.1% | +23.7% | +63.4% | +59.0% |
| YTD | +76.4% | +28.2% | +48.2% | +45.7% |
| 1Y | +90.8% | +64.0% | +26.9% | +32.0% |
| 3Y | +380.0% | +99.4% | +280.6% | +174.9% |
| All | +225.5% | +19.1% | +206.5% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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