+1.4%
CRM vs ROIV
+195.2%
-193.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | -4.4% | +16.9% | -21.3% | -3.6% |
| 30D | +28.1% | +12.9% | +15.3% | +29.3% |
| 3M | +48.8% | +37.3% | +11.5% | +49.9% |
| 6M | +28.3% | +38.0% | -9.7% | +28.9% |
| YTD | -6.0% | +88.1% | -94.1% | -7.2% |
| 1Y | +1.4% | +183.3% | -181.8% | -6.5% |
| All | +1.4% | +195.2% | -193.7% | -6.5% |
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