-89.9%
CVRX vs SPY
+90.9%
-180.8%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -2.7% |
| 7D | -7.8% | -0.4% | -7.5% | -7.3% |
| 30D | +19.4% | -1.4% | +20.8% | +21.8% |
| 3M | -45.6% | +3.7% | -49.3% | -49.4% |
| 6M | -64.0% | +13.0% | -77.0% | -70.7% |
| YTD | -60.1% | +12.4% | -72.5% | -67.3% |
| 1Y | -64.9% | +18.5% | -83.4% | -73.5% |
| 3Y | -81.9% | +77.6% | -159.6% | -92.3% |
| 5Y | -85.0% | +81.7% | -166.7% | -93.4% |
| All | -89.9% | +90.9% | -180.8% | -95.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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