+1,339.9%
CRDO vs AXP
+95.1%
+1,244.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | -18.8% | +0.6% | -19.4% | -19.6% |
| 30D | -32.9% | -4.3% | -28.5% | -30.7% |
| 3M | -24.5% | +4.7% | -29.2% | -28.4% |
| 6M | +52.7% | +9.0% | +43.8% | +39.8% |
| YTD | +16.6% | -11.1% | +27.7% | +24.6% |
| 1Y | +13.7% | +1.3% | +12.4% | +6.4% |
| 3Y | +959.0% | +114.5% | +844.5% | +451.6% |
| All | +1,339.9% | +95.1% | +1,244.8% | +715.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling