-31.2%
CRWV vs XLV
+30.2%
-61.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.7% | 0.0% | +24.7% | +24.7% |
| 7D | +25.5% | -0.4% | +25.9% | +24.6% |
| 30D | -24.3% | +9.9% | -34.1% | -17.0% |
| 3M | -32.7% | +12.9% | -45.6% | -24.2% |
| 6M | -47.0% | +33.2% | -80.2% | -39.3% |
| YTD | -15.1% | +23.6% | -38.7% | -3.1% |
| 1Y | -31.2% | +27.5% | -58.7% | -19.4% |
| All | -31.2% | +30.2% | -61.4% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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