+1,028.8%
CRDO vs AXP
+92.4%
+936.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.8% | -6.7% | -6.6% |
| 7D | +9.1% | -0.1% | +9.2% | +9.3% |
| 30D | -26.6% | +4.4% | -31.1% | -29.1% |
| 3M | -50.6% | -6.4% | -44.1% | -48.4% |
| 6M | -30.6% | +4.2% | -34.7% | -34.1% |
| YTD | -8.6% | -12.4% | +3.8% | -1.7% |
| 1Y | -8.0% | -11.1% | +3.1% | -2.9% |
| 3Y | +704.3% | +114.9% | +589.5% | +317.4% |
| All | +1,028.8% | +92.4% | +936.4% | +543.1% |
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