+11.8%
CRM vs VIAV
+293.0%
-281.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.7% | +2.0% |
| 7D | -4.4% | +11.2% | -15.6% | -4.1% |
| 30D | +28.1% | -10.1% | +38.3% | +28.1% |
| 3M | +48.8% | -22.9% | +71.7% | +49.9% |
| 6M | +28.3% | +28.8% | -0.5% | +23.2% |
| YTD | -6.0% | +117.5% | -123.5% | -17.0% |
| 1Y | +1.4% | +216.1% | -214.6% | -16.4% |
| 3Y | +11.8% | +292.2% | -280.4% | -15.7% |
| All | +11.8% | +293.0% | -281.2% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling