-33.7%
CRWV vs XLY
+1.1%
-34.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.4% | -6.5% |
| 7D | +29.6% | +2.4% | +27.2% | +27.1% |
| 30D | -27.3% | +7.2% | -34.5% | -31.7% |
| 3M | -47.5% | +2.4% | -49.9% | -48.6% |
| 6M | -47.5% | +2.3% | -49.7% | -48.7% |
| YTD | -21.0% | +1.5% | -22.5% | -23.4% |
| 1Y | -33.7% | +2.1% | -35.8% | -36.5% |
| All | -33.7% | +1.1% | -34.8% | -36.5% |
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