+3,352.8%
AMAT vs CRM
+6,658.1%
-3,305.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.9% | +7.9% | +5.4% |
| 7D | +7.0% | -3.5% | +10.5% | +8.2% |
| 30D | -12.2% | +29.3% | -41.5% | -21.2% |
| 3M | -3.8% | +36.8% | -40.7% | -17.3% |
| 6M | +45.9% | +23.9% | +22.0% | +27.3% |
| YTD | +84.6% | -5.5% | +90.1% | +77.1% |
| 1Y | +193.4% | -0.4% | +193.8% | +174.7% |
| 3Y | +228.1% | +12.8% | +215.3% | +186.3% |
| 5Y | +268.9% | -3.5% | +272.4% | +235.4% |
| 10Y | +1,665.8% | +238.4% | +1,427.3% | +939.1% |
| All | +3,352.8% | +6,658.1% | -3,305.3% | +686.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CRM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling