+679.2%
CRS vs ROIV
+201.4%
+477.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.3% |
| 7D | -0.2% | +0.6% | -0.9% | -0.4% |
| 30D | -16.6% | +1.0% | -17.6% | -16.9% |
| 3M | -3.5% | +18.3% | -21.8% | -7.5% |
| 6M | +15.4% | +18.3% | -2.9% | +10.1% |
| YTD | +51.2% | +61.0% | -9.8% | +32.9% |
| 1Y | +98.3% | +177.9% | -79.6% | +52.1% |
| All | +679.2% | +201.4% | +477.8% | +462.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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