+942.5%
CRDO vs CCJ
+162.5%
+780.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.1% |
| 7D | -4.5% | -4.0% | -0.4% | -2.0% |
| 30D | -39.2% | -2.4% | -36.9% | -38.5% |
| 3M | -38.5% | -2.3% | -36.1% | -37.5% |
| 6M | +40.6% | -16.2% | +56.8% | +53.4% |
| YTD | +13.2% | +5.7% | +7.6% | +5.1% |
| 1Y | +2.3% | +21.3% | -19.0% | -16.1% |
| 3Y | +942.5% | +159.4% | +783.2% | +486.3% |
| All | +942.5% | +162.5% | +780.0% | +486.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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