-16.9%
CRDO vs BAX
+46.0%
-62.9%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +4.0% | -13.5% | -9.0% |
| 7D | -21.4% | +4.1% | -25.5% | -20.9% |
| 30D | -35.8% | +9.4% | -45.2% | -34.8% |
| 3M | -42.6% | -6.5% | -36.1% | -42.8% |
| 6M | -24.2% | +59.6% | -83.8% | -19.5% |
| YTD | -5.1% | +38.9% | -44.0% | +10.0% |
| 1Y | -16.9% | +48.0% | -64.9% | +1.9% |
| All | -16.9% | +46.0% | -62.9% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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