+83.7%
CRS vs SOLS
+17.0%
+66.7%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -6.8% | -3.5% | -3.3% | -6.0% |
| 30D | -16.1% | -1.0% | -15.2% | -16.0% |
| 3M | -21.2% | -24.1% | +2.9% | -16.8% |
| 6M | +8.7% | -18.0% | +26.7% | +12.0% |
| YTD | +41.0% | +27.1% | +13.9% | +38.1% |
| All | +83.7% | +17.0% | +66.7% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 5y: compounded portfolio wealth divided by compounded SOLS 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…
5y analysis · Full analysis span regression · 6 months rolling