+82.7%
CRS vs BB
+104.0%
-21.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.9% | -1.4% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | -16.1% | -12.5% | -3.6% | -14.5% |
| 3M | -21.2% | -17.4% | -3.7% | -19.0% |
| 6M | +8.7% | +119.1% | -110.5% | -4.2% |
| YTD | +41.0% | +102.4% | -61.4% | +26.2% |
| 1Y | +82.7% | +98.2% | -15.5% | +65.5% |
| All | +82.7% | +104.0% | -21.3% | +65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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