+7.1%
CRM vs ROIV
+177.7%
-170.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -1.9% |
| 7D | +1.3% | +0.6% | +0.6% | +1.3% |
| 30D | +34.3% | +1.0% | +33.4% | +34.5% |
| 3M | +37.7% | +18.3% | +19.4% | +37.3% |
| 6M | +34.9% | +18.3% | +16.6% | +34.2% |
| YTD | -1.6% | +61.0% | -62.6% | -4.0% |
| 1Y | +7.1% | +177.9% | -170.7% | -4.2% |
| All | +7.1% | +177.7% | -170.5% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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