+6.7%
CRWV vs XLY
-2.8%
+9.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.8% | +12.5% | +12.4% |
| 7D | +22.0% | -0.5% | +22.5% | +22.3% |
| 30D | +10.1% | -4.9% | +15.0% | +14.5% |
| 3M | -2.5% | -1.0% | -1.5% | -2.2% |
| 6M | +36.8% | 0.0% | +36.8% | +33.4% |
| YTD | +39.4% | -4.2% | +43.6% | +41.1% |
| 1Y | +6.7% | -2.7% | +9.4% | +10.4% |
| All | +6.7% | -2.8% | +9.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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