+244.3%
CRL vs TAP
-52.1%
+296.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -1.7% |
| 7D | -0.6% | -2.3% | +1.8% | 0.0% |
| 30D | +5.0% | -9.4% | +14.4% | +7.4% |
| 3M | +50.6% | -0.8% | +51.4% | +50.3% |
| 6M | +60.9% | -14.7% | +75.7% | +66.6% |
| YTD | +40.7% | -13.9% | +54.7% | +44.7% |
| 1Y | +73.3% | -18.6% | +91.9% | +80.5% |
| 3Y | +40.6% | -32.0% | +72.6% | +52.4% |
| 5Y | -37.0% | -1.0% | -36.0% | -38.4% |
| 10Y | +244.3% | -51.4% | +295.6% | +275.4% |
| All | +244.3% | -52.1% | +296.4% | +275.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded TAP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling