+380.0%
CRWD vs XLI
+70.0%
+310.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -2.0% |
| 7D | -3.0% | -1.7% | -1.3% | -1.5% |
| 30D | -6.8% | -7.3% | +0.5% | 0.0% |
| 3M | +19.6% | -1.3% | +20.9% | +20.7% |
| 6M | +87.1% | +2.2% | +84.8% | +79.6% |
| YTD | +76.4% | +11.7% | +64.7% | +50.9% |
| 1Y | +90.8% | +14.3% | +76.6% | +58.9% |
| 3Y | +380.0% | +70.3% | +309.6% | +140.7% |
| All | +380.0% | +70.0% | +310.0% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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