+27.3%
CRDO vs AXP
+1.4%
+25.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.1% |
| 7D | -26.7% | -2.1% | -24.6% | -26.4% |
| 30D | -24.1% | -6.5% | -17.5% | -22.9% |
| 3M | -21.6% | +4.6% | -26.2% | -22.9% |
| 6M | +66.3% | +5.4% | +60.9% | +63.5% |
| YTD | +18.5% | -11.1% | +29.7% | +17.9% |
| 1Y | +27.3% | -0.3% | +27.6% | +23.5% |
| All | +27.3% | +1.4% | +25.9% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling