+122.5%
CRWV vs XLV
+16.7%
+105.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.2% |
| 7D | -0.4% | -3.6% | +3.1% | -1.5% |
| 30D | -17.4% | -1.8% | -15.6% | -17.8% |
| 3M | -7.1% | +7.8% | -14.8% | -6.9% |
| 6M | +8.6% | +9.1% | -0.5% | +8.3% |
| YTD | +24.3% | +7.7% | +16.5% | +24.0% |
| 1Y | -21.0% | +20.4% | -41.4% | -23.9% |
| All | +122.5% | +16.7% | +105.8% | +133.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling