+1,298.7%
CRDO vs AJG
+63.5%
+1,235.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.9% | +1.6% |
| 7D | -4.5% | -8.3% | +3.8% | -4.9% |
| 30D | -39.2% | -5.7% | -33.6% | -39.4% |
| 3M | -38.5% | +9.1% | -47.5% | -39.3% |
| 6M | +40.6% | +15.2% | +25.4% | +37.4% |
| YTD | +13.2% | -6.3% | +19.5% | +14.7% |
| 1Y | +2.3% | -19.1% | +21.4% | +8.3% |
| 3Y | +942.5% | +8.2% | +934.3% | +780.8% |
| All | +1,298.7% | +63.5% | +1,235.2% | +686.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 10y: compounded portfolio wealth divided by compounded AJG 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…
10y analysis · Full analysis span regression · 6 months rolling