-92.8%
CVRX vs SPY
+11.9%
-104.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.7% |
| 7D | -49.6% | -0.6% | -49.1% | -49.1% |
| 30D | -56.0% | -3.7% | -52.3% | -54.3% |
| 3M | -70.7% | -2.7% | -67.9% | -69.8% |
| 6M | -89.8% | +2.2% | -92.0% | -90.1% |
| YTD | -90.2% | +10.8% | -101.0% | -91.4% |
| 1Y | -92.8% | +11.2% | -104.0% | -93.7% |
| All | -92.8% | +11.9% | -104.7% | -93.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling