+1,276.1%
CRDO vs CAPR
+160.2%
+1,115.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.9% | -0.6% | -4.5% |
| 7D | -2.4% | -10.6% | +8.2% | -2.2% |
| 30D | -35.3% | +111.2% | -146.5% | -36.3% |
| 3M | -32.6% | -67.2% | +34.7% | -31.9% |
| 6M | +42.7% | -75.1% | +117.9% | +44.8% |
| YTD | +11.4% | -71.2% | +82.7% | +12.7% |
| 1Y | -2.2% | +31.1% | -33.3% | -6.6% |
| 3Y | +912.1% | +31.3% | +880.7% | +763.4% |
| All | +1,276.1% | +160.2% | +1,115.9% | +893.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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