+185.8%
CR price history and return analytics
+89.2%
+96.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.3% |
| 7D | +1.2% | -0.1% | +1.4% | +1.4% |
| 30D | -8.0% | -0.7% | -7.3% | -7.2% |
| 3M | +0.4% | +4.0% | -3.6% | -4.7% |
| 6M | +4.5% | +12.3% | -7.8% | -10.5% |
| YTD | +9.7% | +14.0% | -4.3% | -8.2% |
| 1Y | +11.0% | +20.3% | -9.3% | -13.5% |
| 3Y | +140.8% | +75.4% | +65.3% | +19.7% |
| All | +185.8% | +89.2% | +96.6% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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