+942.5%
CRDO vs CASY
+158.0%
+784.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.6% | +2.0% |
| 7D | -4.5% | -18.6% | +14.1% | -0.6% |
| 30D | -39.2% | -26.6% | -12.6% | -35.3% |
| 3M | -38.5% | -32.8% | -5.7% | -33.4% |
| 6M | +40.6% | -10.0% | +50.6% | +41.1% |
| YTD | +13.2% | +11.6% | +1.6% | +6.3% |
| 1Y | +2.3% | +11.5% | -9.2% | -4.1% |
| 3Y | +942.5% | +160.7% | +781.9% | +736.4% |
| All | +942.5% | +158.0% | +784.5% | +736.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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