+7.4%
CRGY price history and return analytics
+64.4%
-57.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.8% |
| 7D | +6.5% | -1.1% | +7.6% | +7.7% |
| 30D | +22.8% | -1.0% | +23.8% | +23.9% |
| 3M | +29.0% | +3.2% | +25.8% | +23.4% |
| 6M | +25.0% | +12.5% | +12.6% | +5.5% |
| YTD | +79.9% | +14.1% | +65.9% | +49.3% |
| 1Y | +73.8% | +18.9% | +54.9% | +36.6% |
| 3Y | +35.9% | +74.1% | -38.2% | -31.6% |
| All | +7.4% | +64.4% | -57.0% | -40.1% |
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