+1,008.7%
CRDO vs CART
+14.3%
+994.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.0% | +4.4% | -0.4% |
| 7D | -18.8% | -4.1% | -14.7% | -18.3% |
| 30D | -32.9% | -4.3% | -28.5% | -32.5% |
| 3M | -24.5% | +13.1% | -37.7% | -27.2% |
| 6M | +52.7% | +26.0% | +26.7% | +42.5% |
| YTD | +16.6% | +6.7% | +9.9% | +13.1% |
| 1Y | +13.7% | +6.3% | +7.4% | +9.9% |
| All | +1,008.7% | +14.3% | +994.4% | +832.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling