+225.7%
CRI price history and return analytics
+357.6%
-132.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +2.6% | +5.9% | +6.2% |
| 7D | +9.7% | +0.4% | +9.3% | +9.5% |
| 30D | +7.3% | -2.6% | +9.9% | +9.9% |
| 3M | -12.4% | -3.2% | -9.2% | -9.6% |
| 6M | -0.3% | +0.9% | -1.2% | -1.0% |
| YTD | +9.4% | +11.3% | -1.9% | -0.3% |
| 1Y | +12.9% | +14.0% | -1.1% | +0.8% |
| 3Y | -41.5% | +75.8% | -117.4% | -63.7% |
| 5Y | -60.3% | +57.8% | -118.1% | -72.8% |
| 10Y | -48.2% | +219.8% | -268.0% | -79.2% |
| All | +225.7% | +357.6% | -132.0% | +7.7% |
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