+380.0%
CRWD vs XLRE
+31.2%
+348.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | -3.0% | -1.2% | -1.8% | -2.7% |
| 30D | -6.8% | -2.4% | -4.4% | -6.3% |
| 3M | +19.6% | -2.5% | +22.1% | +20.1% |
| 6M | +87.1% | +4.0% | +83.1% | +82.2% |
| YTD | +76.4% | +9.3% | +67.1% | +67.7% |
| 1Y | +90.8% | +5.6% | +85.2% | +84.1% |
| 3Y | +380.0% | +31.3% | +348.7% | +310.4% |
| All | +380.0% | +31.2% | +348.8% | +310.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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