+1,325.8%
CRWD vs XYZ
+13.2%
+1,312.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -3.0% | -4.3% | +1.3% | -1.1% |
| 30D | -6.8% | +1.2% | -8.0% | -7.4% |
| 3M | +19.6% | +14.6% | +4.9% | +11.8% |
| 6M | +87.1% | +22.6% | +64.5% | +68.8% |
| YTD | +76.4% | +21.7% | +54.7% | +57.5% |
| 1Y | +90.8% | +6.7% | +84.1% | +78.8% |
| 3Y | +380.0% | +46.8% | +333.1% | +254.3% |
| 5Y | +215.6% | -68.0% | +283.7% | +330.3% |
| All | +1,325.8% | +13.2% | +1,312.6% | +853.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling