+604.8%
CRS vs SPXU
-79.9%
+684.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -2.4% |
| 7D | -6.8% | +2.5% | -9.2% | -5.5% |
| 30D | -16.1% | +4.2% | -20.3% | -14.2% |
| 3M | -21.2% | -9.3% | -11.9% | -24.1% |
| 6M | +8.7% | -30.7% | +39.4% | -6.5% |
| YTD | +41.0% | -28.1% | +69.1% | +24.1% |
| 1Y | +82.7% | -35.2% | +117.9% | +54.9% |
| 3Y | +604.8% | -79.9% | +684.7% | +329.1% |
| All | +604.8% | -79.9% | +684.7% | +329.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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