+29.1%
CRBG vs EFV
+19.5%
+9.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.7% |
| 7D | +6.6% | +2.5% | +4.1% | +3.9% |
| 30D | +7.1% | +2.9% | +4.2% | +4.0% |
| 3M | +6.7% | -1.4% | +8.2% | +8.5% |
| 6M | +39.7% | +5.5% | +34.1% | +31.7% |
| YTD | +23.7% | +16.1% | +7.6% | +1.4% |
| 1Y | +29.1% | +20.3% | +8.8% | +0.3% |
| All | +29.1% | +19.5% | +9.6% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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