+68.5%
COST vs CRDO
+917.2%
-848.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.4% | +0.2% |
| 7D | -1.2% | -4.5% | +3.3% | -1.2% |
| 30D | -4.7% | -39.2% | +34.5% | -4.3% |
| 3M | -7.1% | -38.5% | +31.3% | -6.7% |
| 6M | -8.5% | +40.6% | -49.1% | -10.6% |
| YTD | +5.4% | +13.2% | -7.9% | +3.6% |
| 1Y | -5.6% | +2.3% | -7.9% | -7.3% |
| 3Y | +68.5% | +942.5% | -874.1% | +30.2% |
| All | +68.5% | +917.2% | -848.7% | +30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling