+776.0%
D vs CRL
+1,379.5%
-603.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.2% |
| 7D | +1.5% | -1.0% | +2.5% | +1.6% |
| 30D | -2.6% | +10.7% | -13.2% | -3.9% |
| 3M | 0.0% | +55.3% | -55.3% | -5.9% |
| 6M | +7.4% | +60.7% | -53.3% | -0.1% |
| YTD | +15.9% | +44.6% | -28.8% | +9.0% |
| 1Y | +18.1% | +77.7% | -59.6% | +7.6% |
| 3Y | +58.4% | +37.6% | +20.7% | +45.4% |
| 5Y | +5.2% | -35.8% | +41.0% | +5.8% |
| 10Y | +35.9% | +241.7% | -205.9% | +4.4% |
| All | +776.0% | +1,379.5% | -603.4% | +461.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded CRL 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling