+55.3%
BE vs CRM
-11.3%
+66.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.2% | -8.6% | -5.2% |
| 7D | -12.1% | -6.2% | -5.9% | -14.9% |
| 30D | -30.1% | -1.2% | -28.9% | -30.2% |
| 3M | -12.1% | +19.1% | -31.3% | -0.7% |
| 6M | -30.6% | +23.0% | -53.5% | -12.7% |
| YTD | +130.6% | -13.7% | +144.3% | +192.0% |
| 1Y | +55.3% | -10.0% | +65.3% | +84.1% |
| All | +55.3% | -11.3% | +66.6% | +84.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling