+382.4%
CRWD vs XLE
+55.1%
+327.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | +2.2% | +0.3% | +1.8% | +2.0% |
| 30D | -7.7% | +8.5% | -16.2% | -10.0% |
| 3M | +28.9% | +14.6% | +14.3% | +23.5% |
| 6M | +91.5% | +17.6% | +73.9% | +80.6% |
| YTD | +77.3% | +48.1% | +29.2% | +52.5% |
| 1Y | +96.3% | +53.8% | +42.5% | +65.4% |
| All | +382.4% | +55.1% | +327.4% | +314.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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