-56.6%
CRWV vs XLU
0.0%
-56.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.2% |
| 7D | -15.4% | -0.7% | -14.7% | -15.5% |
| 30D | -47.5% | +4.8% | -52.4% | -47.6% |
| 3M | -45.6% | +0.2% | -45.8% | -45.6% |
| 6M | -66.4% | -4.3% | -62.0% | -66.3% |
| YTD | -35.2% | +3.1% | -38.3% | -40.9% |
| 1Y | -56.6% | +0.3% | -56.9% | -60.7% |
| All | -56.6% | 0.0% | -56.6% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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