+25.3%
CRM vs EEM
+14.8%
+10.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -1.0% |
| 7D | -8.1% | -0.7% | -7.4% | -8.2% |
| 30D | +23.1% | +2.4% | +20.7% | +23.9% |
| 3M | +42.5% | +4.2% | +38.4% | +43.2% |
| 6M | +25.3% | +14.8% | +10.5% | +28.5% |
| All | +25.3% | +14.8% | +10.5% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 6mo: compounded portfolio wealth divided by compounded EEM 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…
6mo analysis · Full analysis span regression · 6 months rolling