+38.5%
ELV vs CRBG
+13.0%
+25.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.5% | +5.0% | +0.5% |
| 7D | +2.4% | -3.0% | +5.3% | +2.9% |
| 30D | +8.0% | -2.6% | +10.6% | +8.5% |
| 3M | +10.9% | +2.7% | +8.2% | +10.3% |
| 6M | +18.0% | +22.2% | -4.2% | +13.8% |
| YTD | +25.0% | +16.5% | +8.5% | +22.5% |
| 1Y | +38.5% | +16.9% | +21.6% | +36.3% |
| All | +38.5% | +13.0% | +25.5% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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