+122.5%
CRWV vs PSX
+118.7%
+3.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -0.4% | +1.7% | -2.1% | -0.7% |
| 30D | -17.4% | +15.6% | -33.0% | -19.6% |
| 3M | -7.1% | +46.5% | -53.5% | -14.3% |
| 6M | +8.6% | +55.0% | -46.4% | -3.4% |
| YTD | +24.3% | +105.3% | -81.0% | -5.3% |
| 1Y | -21.0% | +101.6% | -122.6% | -39.8% |
| All | +122.5% | +118.7% | +3.7% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling