+942.5%
CRDO vs AZO
+10.0%
+932.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -4.5% | -3.6% | -0.9% | -5.2% |
| 30D | -39.2% | -5.6% | -33.7% | -40.0% |
| 3M | -38.5% | -6.6% | -31.8% | -38.9% |
| 6M | +40.6% | -22.5% | +63.1% | +39.0% |
| YTD | +13.2% | -15.2% | +28.4% | +13.3% |
| 1Y | +2.3% | -33.9% | +36.2% | -0.4% |
| 3Y | +942.5% | +11.8% | +930.7% | +872.3% |
| All | +942.5% | +10.0% | +932.5% | +872.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling