+1,298.7%
CRDO vs BBWI
-60.9%
+1,359.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.4% | -4.8% | -0.2% |
| 7D | -4.5% | -4.8% | +0.4% | -3.2% |
| 30D | -39.2% | +3.5% | -42.7% | -40.4% |
| 3M | -38.5% | -0.3% | -38.1% | -40.1% |
| 6M | +40.6% | -5.4% | +46.0% | +37.8% |
| YTD | +13.2% | -4.7% | +18.0% | +8.4% |
| 1Y | +2.3% | -30.5% | +32.8% | +8.3% |
| 3Y | +942.5% | -44.3% | +986.9% | +1,035.7% |
| All | +1,298.7% | -60.9% | +1,359.6% | +1,665.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 5y: compounded portfolio wealth divided by compounded BBWI 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…
5y analysis · Full analysis span regression · 6 months rolling