+942.5%
CRDO vs BEN
+51.0%
+891.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.7% |
| 7D | -4.5% | -3.1% | -1.4% | -2.8% |
| 30D | -39.2% | +0.2% | -39.4% | -39.1% |
| 3M | -38.5% | +6.8% | -45.3% | -40.4% |
| 6M | +40.6% | +38.1% | +2.5% | +18.8% |
| YTD | +13.2% | +44.3% | -31.1% | -7.1% |
| 1Y | +2.3% | +42.6% | -40.3% | -15.7% |
| 3Y | +942.5% | +52.3% | +890.2% | +691.6% |
| All | +942.5% | +51.0% | +891.6% | +691.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling