+1,298.7%
CRDO vs AEIS
+240.6%
+1,058.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.3% | -2.3% |
| 7D | -4.5% | +2.3% | -6.7% | -6.3% |
| 30D | -39.2% | -14.8% | -24.4% | -30.7% |
| 3M | -38.5% | -15.6% | -22.9% | -28.8% |
| 6M | +40.6% | -8.7% | +49.3% | +46.7% |
| YTD | +13.2% | +37.3% | -24.1% | -20.7% |
| 1Y | +2.3% | +80.3% | -78.1% | -43.7% |
| 3Y | +942.5% | +177.9% | +764.6% | +307.8% |
| All | +1,298.7% | +240.6% | +1,058.1% | +325.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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