-56.0%
CRI vs SPY
+311.3%
-367.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.2% | -3.2% |
| 7D | +0.9% | +0.5% | +0.3% | +0.3% |
| 30D | -18.6% | -0.9% | -17.6% | -17.8% |
| 3M | -16.9% | +3.9% | -20.8% | -20.2% |
| 6M | -2.7% | +14.5% | -17.2% | -15.5% |
| YTD | +1.7% | +12.9% | -11.2% | -10.3% |
| 1Y | +15.1% | +19.4% | -4.3% | -3.7% |
| 3Y | -44.2% | +78.5% | -122.7% | -69.1% |
| 5Y | -59.7% | +81.8% | -141.4% | -78.0% |
| 10Y | -56.0% | +311.5% | -367.5% | -88.6% |
| All | -56.0% | +311.3% | -367.3% | -88.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling