+2.1%
CRWV vs XLF
+9.9%
-7.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +6.1% |
| 7D | +6.1% | 0.0% | +6.1% | +6.1% |
| 30D | -0.6% | +0.2% | -0.8% | -0.7% |
| 3M | -17.3% | +11.7% | -29.0% | -22.5% |
| 6M | +12.4% | +13.8% | -1.4% | +2.9% |
| YTD | +24.8% | +7.0% | +17.8% | +15.9% |
| 1Y | +2.1% | +9.1% | -7.0% | -5.3% |
| All | +2.1% | +9.9% | -7.7% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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