+78.1%
CRL vs VICR
+253.2%
-175.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.2% | -1.7% |
| 7D | -6.9% | -0.4% | -6.5% | -6.9% |
| 30D | -3.2% | -15.6% | +12.4% | -2.5% |
| 3M | +46.5% | -35.4% | +81.9% | +48.7% |
| 6M | +63.1% | +1.3% | +61.8% | +53.3% |
| YTD | +36.9% | +62.5% | -25.6% | +23.9% |
| 1Y | +78.1% | +255.5% | -177.3% | +48.9% |
| All | +78.1% | +253.2% | -175.1% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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