+1,298.7%
CRDO vs BMY
+22.9%
+1,275.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -4.5% | -4.8% | +0.3% | -5.7% |
| 30D | -39.2% | -0.1% | -39.1% | -39.2% |
| 3M | -38.5% | +13.1% | -51.6% | -36.0% |
| 6M | +40.6% | +8.4% | +32.2% | +45.3% |
| YTD | +13.2% | +22.0% | -8.7% | +19.9% |
| 1Y | +2.3% | +40.3% | -38.0% | +11.5% |
| 3Y | +942.5% | +20.5% | +922.0% | +1,055.6% |
| All | +1,298.7% | +22.9% | +1,275.9% | +1,441.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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