-21.0%
CRWV vs XLI
+15.3%
-36.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -2.2% |
| 7D | -0.4% | -1.7% | +1.2% | +2.9% |
| 30D | -17.4% | -7.3% | -10.1% | -3.8% |
| 3M | -7.1% | -1.3% | -5.7% | -1.8% |
| 6M | +8.6% | +2.2% | +6.3% | +5.8% |
| YTD | +24.3% | +11.7% | +12.6% | +0.2% |
| 1Y | -21.0% | +14.3% | -35.3% | -36.9% |
| All | -21.0% | +15.3% | -36.3% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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