+113.9%
SOXX vs CRWD
+106.3%
+7.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.9% | +4.4% | +3.7% |
| 7D | +2.2% | -2.4% | +4.6% | +2.6% |
| 30D | -2.0% | +1.5% | -3.6% | -2.8% |
| 3M | -13.7% | +18.5% | -32.2% | -17.9% |
| 6M | +52.4% | +109.1% | -56.7% | +28.0% |
| YTD | +72.8% | +81.8% | -9.0% | +52.9% |
| 1Y | +113.9% | +106.7% | +7.2% | +89.1% |
| All | +113.9% | +106.3% | +7.6% | +89.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling