+974.3%
CRDO vs AXP
+110.4%
+863.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +1.2% |
| 7D | +1.6% | -2.5% | +4.1% | +3.7% |
| 30D | -30.0% | -5.0% | -25.0% | -27.4% |
| 3M | -28.3% | +1.4% | -29.7% | -30.3% |
| 6M | +44.8% | +6.0% | +38.8% | +35.0% |
| YTD | +16.7% | -12.3% | +29.0% | +26.6% |
| 1Y | +12.7% | +0.3% | +12.4% | +4.8% |
| All | +974.3% | +110.4% | +863.9% | +531.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling