+7.1%
CRM vs VIAV
+200.0%
-192.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.6% | -1.5% |
| 7D | +1.3% | -4.6% | +5.9% | +0.7% |
| 30D | +34.3% | -10.4% | +44.7% | +32.9% |
| 3M | +37.7% | -34.5% | +72.2% | +34.4% |
| 6M | +34.9% | +7.0% | +28.0% | +34.3% |
| YTD | -1.6% | +95.6% | -97.3% | -6.7% |
| 1Y | +7.1% | +197.2% | -190.1% | -3.5% |
| All | +7.1% | +200.0% | -192.9% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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