+942.5%
CRDO vs BAX
-35.4%
+977.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.7% |
| 7D | -4.5% | -7.9% | +3.4% | -4.2% |
| 30D | -39.2% | -11.7% | -27.6% | -39.0% |
| 3M | -38.5% | +16.2% | -54.7% | -38.9% |
| 6M | +40.6% | +32.0% | +8.6% | +37.5% |
| YTD | +13.2% | +24.7% | -11.5% | +11.4% |
| 1Y | +2.3% | -2.6% | +4.9% | +3.9% |
| 3Y | +942.5% | -35.0% | +977.5% | +956.0% |
| All | +942.5% | -35.4% | +977.9% | +956.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling