+27.3%
CRDO vs BEN
+42.6%
-15.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.5% | +0.4% | +1.9% |
| 7D | -26.7% | +0.2% | -26.9% | -26.8% |
| 30D | -24.1% | -0.5% | -23.5% | -23.9% |
| 3M | -21.6% | +9.7% | -31.3% | -24.5% |
| 6M | +66.3% | +33.9% | +32.4% | +43.9% |
| YTD | +18.5% | +49.0% | -30.4% | +2.4% |
| 1Y | +27.3% | +42.1% | -14.8% | +8.9% |
| All | +27.3% | +42.6% | -15.3% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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