+122.5%
CRWV vs XBI
+83.8%
+38.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.2% |
| 7D | -0.4% | -4.6% | +4.2% | +3.2% |
| 30D | -17.4% | -2.0% | -15.4% | -16.7% |
| 3M | -7.1% | +17.8% | -24.8% | -18.6% |
| 6M | +8.6% | +23.7% | -15.1% | -8.7% |
| YTD | +24.3% | +28.2% | -4.0% | +2.6% |
| 1Y | -21.0% | +64.0% | -85.0% | -42.0% |
| All | +122.5% | +83.8% | +38.7% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 3y: compounded portfolio wealth divided by compounded XBI 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…
3y analysis · Full analysis span regression · 6 months rolling