+122.5%
CRWV vs AXP
+22.0%
+100.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | -1.1% |
| 7D | -0.4% | -0.5% | 0.0% | 0.0% |
| 30D | -17.4% | -5.6% | -11.8% | -13.6% |
| 3M | -7.1% | +2.2% | -9.3% | -8.9% |
| 6M | +8.6% | +6.7% | +1.8% | +2.8% |
| YTD | +24.3% | -11.5% | +35.8% | +35.1% |
| 1Y | -21.0% | -0.4% | -20.7% | -23.9% |
| All | +122.5% | +22.0% | +100.5% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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