+942.5%
CRDO vs CDE
+807.6%
+134.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.5% | +1.3% |
| 7D | -4.5% | -3.1% | -1.4% | -3.5% |
| 30D | -39.2% | +9.5% | -48.7% | -41.3% |
| 3M | -38.5% | +25.5% | -63.9% | -43.5% |
| 6M | +40.6% | -7.9% | +48.5% | +39.9% |
| YTD | +13.2% | +15.6% | -2.3% | +3.4% |
| 1Y | +2.3% | +34.0% | -31.8% | -11.8% |
| 3Y | +942.5% | +791.9% | +150.6% | +518.0% |
| All | +942.5% | +807.6% | +134.9% | +518.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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