-45.1%
USAR vs CRL
+99.6%
-144.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.7% |
| 30D | -20.9% | +11.9% | -32.8% | -23.2% |
| 3M | -56.2% | +20.2% | -76.3% | -58.3% |
| 6M | -67.9% | +107.5% | -175.4% | -75.2% |
| YTD | -31.4% | +69.4% | -100.9% | -47.0% |
| 1Y | -45.1% | +99.7% | -144.8% | -54.6% |
| All | -45.1% | +99.6% | -144.6% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling