+1,364.1%
CRDO vs AXP
+95.2%
+1,268.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.8% |
| 7D | -26.7% | -2.1% | -24.6% | -25.6% |
| 30D | -24.1% | -6.5% | -17.5% | -20.2% |
| 3M | -21.6% | +4.6% | -26.2% | -25.5% |
| 6M | +66.3% | +5.4% | +60.9% | +56.5% |
| YTD | +18.5% | -11.1% | +29.7% | +26.7% |
| 1Y | +27.3% | -0.3% | +27.6% | +20.9% |
| 3Y | +914.7% | +111.6% | +803.1% | +434.3% |
| All | +1,364.1% | +95.2% | +1,268.9% | +728.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling