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RiskModels / Stocks / CRWV

CRWV (CRWV)

Daily ERM3 factor decomposition: how much of CRWV's variance is explained by the market, its sector, and its subsector — and the ETF notionals that would neutralize each layer.

Price
$67.30
Market cap
$36.7B
23-day vol
85.7%
Sector proxy
XLK
Subsector proxy
IGV

Risk DNA

18% of CRWV's variance is systematic (explainable by market, sector, and subsector factors); the rest is stock-specific.

Market 13.3%Sector 5.6%Subsector 0.0%Stock-specific 81.1%

ETF hedge ratios

Dollars of ETF to short per $1 of CRWV held — executable hedge weights, not regression betas. L1 hedges market only; L3 adds sector and subsector layers.

LevelMarket (SPY)Sector (XLK)Subsector (IGV)Explained risk
L1$-2.91——13.5%
L2$-1.74$-0.69—19.1%
L3$-1.75$-0.28$-0.5818.1%

Data as of July 29, 2026. Updated daily from the ERM3 pipeline.

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