-58.2%
CRWV vs PSX
+97.5%
-155.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -4.5% | -5.4% | -11.6% |
| 7D | -24.3% | -5.2% | -19.1% | -25.7% |
| 30D | -44.6% | -3.7% | -40.9% | -45.2% |
| 3M | -47.3% | +26.8% | -74.1% | -42.5% |
| 6M | -61.4% | +47.3% | -108.7% | -55.1% |
| YTD | -32.4% | +105.4% | -137.8% | -19.7% |
| 1Y | -58.2% | +96.9% | -155.1% | -49.3% |
| All | -58.2% | +97.5% | -155.7% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling