+225.5%
CRWD vs XLC
+39.8%
+185.8%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -2.2% |
| 7D | -3.0% | +0.5% | -3.5% | -3.6% |
| 30D | -6.8% | +2.1% | -8.9% | -9.6% |
| 3M | +19.6% | +0.7% | +18.9% | +17.4% |
| 6M | +87.1% | -3.2% | +90.3% | +91.9% |
| YTD | +76.4% | -3.8% | +80.2% | +81.8% |
| 1Y | +90.8% | -2.0% | +92.8% | +92.0% |
| 3Y | +380.0% | +71.4% | +308.6% | +146.9% |
| All | +225.5% | +39.8% | +185.8% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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