-89.1%
CVRX vs SPY
+92.9%
-182.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.9% |
| 7D | +3.4% | +0.1% | +3.3% | +3.1% |
| 30D | -45.3% | +0.1% | -45.4% | -46.2% |
| 3M | -48.1% | +2.0% | -50.1% | -50.4% |
| 6M | -64.1% | +13.0% | -77.1% | -70.8% |
| YTD | -57.0% | +13.5% | -70.6% | -65.3% |
| 1Y | -60.4% | +20.0% | -80.4% | -70.6% |
| 3Y | -82.4% | +77.2% | -159.6% | -92.4% |
| 5Y | -83.8% | +81.9% | -165.7% | -93.0% |
| All | -89.1% | +92.9% | -182.0% | -95.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling