+755.1%
CRDO vs CART
+133.8%
+621.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.0% |
| 7D | +24.5% | +1.2% | +23.3% | +24.2% |
| 30D | -29.5% | +17.8% | -47.3% | -32.1% |
| 3M | -47.9% | +20.7% | -68.6% | -50.4% |
| 6M | -29.6% | +49.7% | -79.3% | -37.4% |
| YTD | -2.8% | +30.0% | -32.8% | -10.6% |
| 1Y | -12.8% | +48.4% | -61.2% | -23.7% |
| All | +755.1% | +133.8% | +621.3% | +544.1% |
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