+1,298.7%
CRDO vs CAG
-46.9%
+1,345.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.2% |
| 7D | -4.5% | -5.7% | +1.2% | -8.3% |
| 30D | -39.2% | -2.4% | -36.8% | -40.0% |
| 3M | -38.5% | +9.8% | -48.2% | -32.5% |
| 6M | +40.6% | -10.8% | +51.4% | +38.1% |
| YTD | +13.2% | -10.8% | +24.1% | +12.6% |
| 1Y | +2.3% | -19.0% | +21.2% | -1.7% |
| 3Y | +942.5% | -39.7% | +982.2% | +806.4% |
| All | +1,298.7% | -46.9% | +1,345.6% | +1,167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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