+380.0%
CRWD vs XEL
+46.5%
+333.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | -3.0% | -0.3% | -2.7% | -3.0% |
| 30D | -6.8% | -3.9% | -2.8% | -7.7% |
| 3M | +19.6% | -2.8% | +22.4% | +18.9% |
| 6M | +87.1% | -5.4% | +92.5% | +85.4% |
| YTD | +76.4% | +3.8% | +72.7% | +77.6% |
| 1Y | +90.8% | +6.8% | +84.0% | +93.2% |
| 3Y | +380.0% | +45.6% | +334.4% | +417.4% |
| All | +380.0% | +46.5% | +333.5% | +417.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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