+1,298.7%
CRDO vs BUD
+30.2%
+1,268.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.6% |
| 7D | -4.5% | -2.6% | -1.8% | -4.2% |
| 30D | -39.2% | -1.2% | -38.0% | -39.2% |
| 3M | -38.5% | -4.9% | -33.5% | -38.4% |
| 6M | +40.6% | +9.3% | +31.3% | +37.2% |
| YTD | +13.2% | +24.0% | -10.7% | +7.4% |
| 1Y | +2.3% | +34.5% | -32.3% | -5.1% |
| 3Y | +942.5% | +43.7% | +898.9% | +826.4% |
| All | +1,298.7% | +30.2% | +1,268.5% | +1,089.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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