+27.3%
CRDO vs AZO
-28.9%
+56.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.1% |
| 7D | -26.7% | +0.7% | -27.4% | -26.6% |
| 30D | -24.1% | -2.7% | -21.4% | -24.9% |
| 3M | -21.6% | -3.2% | -18.4% | -21.4% |
| 6M | +66.3% | -19.7% | +86.1% | +66.3% |
| YTD | +18.5% | -12.0% | +30.6% | +23.4% |
| 1Y | +27.3% | -29.5% | +56.8% | +11.6% |
| All | +27.3% | -28.9% | +56.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling