+135.9%
WMT vs CRWD
+219.6%
-83.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.4% | +1.4% |
| 7D | 0.0% | -3.0% | +3.0% | +0.2% |
| 30D | -7.4% | -6.8% | -0.6% | -7.2% |
| 3M | -10.9% | +19.6% | -30.5% | -12.0% |
| 6M | -12.7% | +87.1% | -99.8% | -16.6% |
| YTD | -3.2% | +76.4% | -79.6% | -7.3% |
| 1Y | +5.3% | +90.8% | -85.6% | -0.2% |
| 3Y | +101.9% | +380.0% | -278.1% | +76.2% |
| All | +135.9% | +219.6% | -83.7% | +103.3% |
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