+1,298.7%
CRDO vs CEG
+525.9%
+772.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.9% |
| 7D | -4.5% | -4.8% | +0.3% | -1.7% |
| 30D | -39.2% | +2.3% | -41.6% | -40.4% |
| 3M | -38.5% | +15.6% | -54.1% | -43.7% |
| 6M | +40.6% | -5.0% | +45.6% | +42.2% |
| YTD | +13.2% | -19.0% | +32.3% | +24.3% |
| 1Y | +2.3% | -10.0% | +12.2% | +5.1% |
| 3Y | +942.5% | +163.9% | +778.6% | +584.1% |
| All | +1,298.7% | +525.9% | +772.8% | +618.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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