+2.1%
CRWV vs XLP
+7.6%
-5.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +4.3% |
| 7D | +6.1% | -1.0% | +7.1% | +4.4% |
| 30D | -0.6% | -0.9% | +0.3% | -1.7% |
| 3M | -17.3% | +3.8% | -21.1% | -11.1% |
| 6M | +12.4% | -1.7% | +14.1% | +14.4% |
| YTD | +24.8% | +10.3% | +14.5% | +56.9% |
| 1Y | +2.1% | +7.8% | -5.6% | +24.2% |
| All | +2.1% | +7.6% | -5.5% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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