+200.3%
CRI price history and return analytics
+346.0%
-145.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.1% |
| 7D | +1.5% | -2.3% | +3.8% | +3.6% |
| 30D | -1.4% | -5.0% | +3.6% | +3.1% |
| 3M | -19.9% | -4.9% | -15.1% | -16.2% |
| 6M | -12.8% | -1.5% | -11.2% | -11.6% |
| YTD | +0.9% | +8.5% | -7.6% | -6.2% |
| 1Y | +6.1% | +11.4% | -5.2% | -3.4% |
| 3Y | -46.7% | +70.1% | -116.8% | -66.0% |
| 5Y | -62.4% | +53.7% | -116.1% | -73.6% |
| 10Y | -51.0% | +220.0% | -271.0% | -80.3% |
| All | +200.3% | +346.0% | -145.8% | +1.4% |
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