+122.5%
CRWV vs ROIV
+289.5%
-167.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | -0.4% | +16.9% | -17.3% | -7.9% |
| 30D | -17.4% | +12.9% | -30.3% | -22.6% |
| 3M | -7.1% | +37.3% | -44.4% | -19.4% |
| 6M | +8.6% | +38.0% | -29.4% | -7.3% |
| YTD | +24.3% | +88.1% | -63.8% | -7.4% |
| 1Y | -21.0% | +183.3% | -204.3% | -43.1% |
| All | +122.5% | +289.5% | -167.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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