+901.5%
LITE vs CRWD
+205.1%
+696.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.3% |
| 7D | -1.5% | -2.4% | +0.9% | -0.9% |
| 30D | +6.7% | +1.5% | +5.1% | +4.6% |
| 3M | -6.8% | +18.5% | -25.3% | -13.5% |
| 6M | +29.4% | +109.1% | -79.6% | -4.0% |
| YTD | +139.1% | +81.8% | +57.2% | +84.1% |
| 1Y | +521.0% | +106.7% | +414.3% | +357.2% |
| 3Y | +1,535.3% | +428.7% | +1,106.6% | +789.4% |
| All | +901.5% | +205.1% | +696.4% | +461.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRWD.
Daily Out/Under-Performance
Portfolio return minus CRWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRWD 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 CRWD 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