+122.5%
CRWV vs DGX
+45.3%
+77.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | +0.3% |
| 7D | -0.4% | -0.9% | +0.5% | -0.7% |
| 30D | -17.4% | -1.2% | -16.2% | -17.6% |
| 3M | -7.1% | +15.8% | -22.8% | -3.5% |
| 6M | +8.6% | +18.2% | -9.6% | +13.6% |
| YTD | +24.3% | +37.2% | -12.9% | +28.2% |
| 1Y | -21.0% | +30.4% | -51.4% | -18.4% |
| All | +122.5% | +45.3% | +77.2% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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