+5,760.6%
CRM vs VZ
+393.7%
+5,366.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.7% | +1.3% |
| 7D | -4.4% | +0.9% | -5.4% | -4.9% |
| 30D | +28.1% | +7.7% | +20.4% | +23.0% |
| 3M | +48.8% | +9.7% | +39.2% | +41.3% |
| 6M | +28.3% | +3.1% | +25.2% | +25.1% |
| YTD | -6.0% | +30.5% | -36.5% | -20.4% |
| 1Y | +1.4% | +22.5% | -21.1% | -11.5% |
| 3Y | +11.8% | +82.4% | -70.5% | -27.7% |
| 5Y | -2.0% | +28.0% | -30.0% | -22.2% |
| 10Y | +239.6% | +67.3% | +172.4% | +108.5% |
| All | +5,760.6% | +393.7% | +5,366.9% | +1,041.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 all: compounded portfolio wealth divided by compounded VZ 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…
all analysis · Full analysis span regression · 6 months rolling