+497.9%
CRS vs PODD
+796.9%
-299.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -3.3% |
| 7D | +4.8% | +4.1% | +0.7% | +3.6% |
| 30D | -23.2% | +13.9% | -37.0% | -26.2% |
| 3M | -45.5% | +4.1% | -49.6% | -46.5% |
| 6M | -33.1% | +2.4% | -35.6% | -35.2% |
| YTD | -7.2% | -46.4% | +39.1% | +7.1% |
| 1Y | -10.0% | -54.2% | +44.1% | +8.5% |
| 3Y | +332.3% | -6.9% | +339.2% | +314.2% |
| 5Y | +801.9% | -51.6% | +853.4% | +895.2% |
| 10Y | +820.9% | +329.3% | +491.7% | +382.1% |
| All | +497.9% | +796.9% | -299.0% | +67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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