-53.6%
CRWV vs SCHG
+4.3%
-57.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.8% | +2.7% | -1.9% |
| 7D | -2.3% | +0.3% | -2.6% | -3.5% |
| 30D | -40.3% | -7.2% | -33.1% | -25.5% |
| 3M | -46.0% | -4.7% | -41.3% | -37.3% |
| 6M | -57.1% | +0.1% | -57.2% | -55.5% |
| YTD | -31.6% | +4.8% | -36.4% | -36.1% |
| All | -53.6% | +4.3% | -57.9% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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