+122.8%
CRWV vs BURL
-2.3%
+125.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.5% | -5.7% | -5.9% |
| 7D | +5.4% | -7.9% | +13.3% | +8.7% |
| 30D | -1.3% | -33.7% | +32.3% | +16.1% |
| 3M | -6.8% | -27.2% | +20.4% | +3.8% |
| 6M | +19.0% | -22.1% | +41.0% | +25.1% |
| YTD | +24.5% | -17.6% | +42.0% | +24.2% |
| 1Y | -23.9% | -14.9% | -9.0% | -26.8% |
| All | +122.8% | -2.3% | +125.1% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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