+27.3%
CRDO vs BTI
+5.0%
+22.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +3.2% |
| 7D | -26.7% | -1.4% | -25.3% | -27.3% |
| 30D | -24.1% | -6.6% | -17.5% | -26.7% |
| 3M | -21.6% | -3.0% | -18.6% | -23.4% |
| 6M | +66.3% | -6.7% | +73.0% | +60.2% |
| YTD | +18.5% | +0.6% | +18.0% | +13.5% |
| 1Y | +27.3% | +5.6% | +21.7% | +33.2% |
| All | +27.3% | +5.0% | +22.3% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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