+1,276.1%
CRDO vs CASY
+249.9%
+1,026.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.5% |
| 7D | -2.4% | -17.2% | +14.9% | +1.7% |
| 30D | -35.3% | -24.4% | -10.9% | -31.1% |
| 3M | -32.6% | -31.4% | -1.2% | -26.7% |
| 6M | +42.7% | -8.9% | +51.6% | +43.1% |
| YTD | +11.4% | +13.8% | -2.4% | +4.2% |
| 1Y | -2.2% | +17.0% | -19.2% | -9.7% |
| 3Y | +912.1% | +163.1% | +748.9% | +635.6% |
| All | +1,276.1% | +249.9% | +1,026.2% | +795.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling