+9,832.2%
CRS vs SONY
+514.2%
+9,318.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -0.5% | -4.9% | +4.4% | +1.3% |
| 30D | -18.1% | -1.6% | -16.5% | -17.7% |
| 3M | -12.4% | +10.0% | -22.4% | -16.1% |
| 6M | +15.9% | +8.4% | +7.5% | +11.3% |
| YTD | +45.8% | -8.4% | +54.3% | +48.7% |
| 1Y | +87.8% | -18.4% | +106.1% | +99.0% |
| 3Y | +648.7% | +41.0% | +607.8% | +535.3% |
| 5Y | +1,416.6% | +9.3% | +1,407.4% | +1,304.1% |
| 10Y | +1,412.7% | +281.7% | +1,131.0% | +792.5% |
| All | +9,832.2% | +514.2% | +9,318.0% | +4,820.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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