+309.2%
CAT vs CRDO
+1,224.9%
-915.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.5% | +3.2% | -0.8% |
| 7D | +0.6% | -2.4% | +3.0% | +0.9% |
| 30D | -4.5% | -35.3% | +30.7% | +0.1% |
| 3M | -5.8% | -32.6% | +26.8% | -2.2% |
| 6M | +12.7% | +42.7% | -30.0% | +6.8% |
| YTD | +41.4% | +11.4% | +30.0% | +36.3% |
| 1Y | +92.1% | -2.2% | +94.3% | +86.1% |
| 3Y | +197.5% | +912.1% | -714.6% | +110.7% |
| All | +309.2% | +1,224.9% | -915.6% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO 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 5y: compounded portfolio wealth divided by compounded CRDO 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…
5y analysis · Full analysis span regression · 6 months rolling