+12.6%
CRDO vs BURL
-11.3%
+23.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.7% | +2.1% | -0.6% |
| 7D | -18.8% | -2.6% | -16.2% | -18.1% |
| 30D | -32.9% | -30.8% | -2.1% | -26.3% |
| 3M | -24.5% | -18.7% | -5.9% | -22.1% |
| 6M | +52.7% | -16.4% | +69.2% | +55.4% |
| YTD | +16.6% | -11.6% | +28.2% | +17.7% |
| All | +12.6% | -11.3% | +23.9% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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