+942.5%
CRDO vs BTI
+109.4%
+833.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.9% |
| 7D | -4.5% | -0.2% | -4.3% | -4.5% |
| 30D | -39.2% | -1.1% | -38.2% | -39.4% |
| 3M | -38.5% | -8.8% | -29.7% | -39.6% |
| 6M | +40.6% | -4.0% | +44.5% | +39.0% |
| YTD | +13.2% | +0.4% | +12.9% | +12.6% |
| 1Y | +2.3% | +1.9% | +0.4% | +2.3% |
| 3Y | +942.5% | +108.5% | +834.0% | +991.3% |
| All | +942.5% | +109.4% | +833.2% | +991.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling