+874.2%
CRS vs PODD
+767.5%
+106.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.7% | +2.3% |
| 7D | -0.2% | +1.6% | -1.9% | -0.7% |
| 30D | -16.6% | +10.7% | -27.3% | -19.2% |
| 3M | -3.5% | +0.7% | -4.2% | -5.4% |
| 6M | +15.4% | -39.3% | +54.7% | +29.8% |
| YTD | +51.2% | -48.1% | +99.3% | +77.3% |
| 1Y | +98.3% | -57.4% | +155.7% | +144.8% |
| 3Y | +651.5% | -23.3% | +674.8% | +657.3% |
| 5Y | +1,411.1% | -51.3% | +1,462.4% | +1,572.4% |
| 10Y | +1,424.3% | +242.0% | +1,182.3% | +754.3% |
| All | +874.2% | +767.5% | +106.7% | +177.7% |
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