+7.4%
CRGY vs SPY
+73.9%
-66.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +0.9% |
| 7D | +6.5% | -0.8% | +7.2% | +7.3% |
| 30D | +22.8% | -1.1% | +23.8% | +23.9% |
| 3M | +29.0% | +3.9% | +25.1% | +22.9% |
| 6M | +25.0% | +13.6% | +11.4% | +6.5% |
| YTD | +79.9% | +12.7% | +67.3% | +54.8% |
| 1Y | +73.8% | +17.5% | +56.3% | +42.3% |
| 3Y | +35.9% | +76.9% | -41.0% | -26.7% |
| All | +7.4% | +73.9% | -66.6% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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