+122.5%
CRWV vs WSM
+41.9%
+80.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.9% |
| 7D | -0.4% | -0.5% | +0.1% | 0.0% |
| 30D | -17.4% | -7.7% | -9.7% | -12.8% |
| 3M | -7.1% | +3.8% | -10.8% | -10.0% |
| 6M | +8.6% | +22.7% | -14.1% | -8.4% |
| YTD | +24.3% | +28.0% | -3.7% | +2.1% |
| 1Y | -21.0% | +12.7% | -33.8% | -28.9% |
| All | +122.5% | +41.9% | +80.6% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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