+83.5%
CRL vs INVH
+1.1%
+82.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.6% | -10.9% | -7.5% |
| 7D | -12.8% | +3.1% | -15.8% | -12.9% |
| 30D | +5.0% | +5.8% | -0.8% | +4.2% |
| 3M | +39.4% | -8.5% | +47.9% | +42.3% |
| 6M | +89.4% | -1.3% | +90.7% | +90.4% |
| YTD | +63.6% | +2.6% | +61.0% | +64.4% |
| 1Y | +83.5% | +0.7% | +82.7% | +83.1% |
| All | +83.5% | +1.1% | +82.4% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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