-53.6%
CRWV vs SCHW
-1.0%
-52.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.4% | +4.2% | +4.9% |
| 7D | -2.3% | +4.5% | -6.9% | -4.8% |
| 30D | -40.3% | -4.1% | -36.2% | -38.9% |
| 3M | -46.0% | -13.6% | -32.4% | -41.7% |
| 6M | -57.1% | +5.0% | -62.0% | -61.8% |
| YTD | -31.6% | -6.3% | -25.3% | -34.0% |
| All | -53.6% | -1.0% | -52.6% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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