+1,298.7%
CRDO vs AEP
+64.2%
+1,234.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.6% |
| 7D | -4.5% | -0.9% | -3.5% | -4.7% |
| 30D | -39.2% | -1.1% | -38.2% | -39.4% |
| 3M | -38.5% | -3.3% | -35.2% | -39.0% |
| 6M | +40.6% | -4.6% | +45.2% | +39.0% |
| YTD | +13.2% | +9.4% | +3.8% | +16.5% |
| 1Y | +2.3% | +16.9% | -14.7% | +7.5% |
| 3Y | +942.5% | +76.6% | +865.9% | +1,017.7% |
| All | +1,298.7% | +64.2% | +1,234.5% | +1,426.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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