+27.3%
CRDO vs CART
+14.4%
+12.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.3% | +5.2% | +3.9% |
| 7D | -26.7% | +1.0% | -27.8% | -26.7% |
| 30D | -24.1% | +12.6% | -36.7% | -24.3% |
| 3M | -21.6% | +23.1% | -44.7% | -21.9% |
| 6M | +66.3% | +39.5% | +26.8% | +65.9% |
| YTD | +18.5% | +13.5% | +5.0% | +19.4% |
| 1Y | +27.3% | +14.9% | +12.4% | +30.9% |
| All | +27.3% | +14.4% | +12.9% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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