+9,832.2%
CRS vs WY
+673.4%
+9,158.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.5% | -1.7% | +1.1% | +0.4% |
| 30D | -18.1% | -9.9% | -8.2% | -13.5% |
| 3M | -12.4% | -7.5% | -4.9% | -9.3% |
| 6M | +15.9% | -5.1% | +21.1% | +18.4% |
| YTD | +45.8% | -2.1% | +47.9% | +45.7% |
| 1Y | +87.8% | -7.3% | +95.1% | +92.5% |
| 3Y | +648.7% | -22.6% | +671.4% | +734.3% |
| 5Y | +1,416.6% | -19.8% | +1,436.4% | +1,569.2% |
| 10Y | +1,412.7% | +9.6% | +1,403.1% | +1,325.6% |
| All | +9,832.2% | +673.4% | +9,158.8% | +5,653.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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