+1,298.7%
CRDO vs AXP
+94.3%
+1,204.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.6% |
| 7D | -4.5% | -0.5% | -4.0% | -4.1% |
| 30D | -39.2% | -5.6% | -33.6% | -36.7% |
| 3M | -38.5% | +2.2% | -40.7% | -40.5% |
| 6M | +40.6% | +6.7% | +33.8% | +30.8% |
| YTD | +13.2% | -11.5% | +24.8% | +21.5% |
| 1Y | +2.3% | -0.4% | +2.6% | -2.7% |
| 3Y | +942.5% | +113.0% | +829.5% | +446.1% |
| All | +1,298.7% | +94.3% | +1,204.4% | +694.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling