+27.3%
CRDO vs CHD
+7.1%
+20.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | -26.7% | -2.7% | -24.0% | -28.9% |
| 30D | -24.1% | -4.6% | -19.4% | -27.4% |
| 3M | -21.6% | +5.0% | -26.6% | -15.8% |
| 6M | +66.3% | -3.2% | +69.6% | +71.4% |
| YTD | +18.5% | +18.6% | -0.1% | +34.8% |
| 1Y | +27.3% | +4.8% | +22.5% | +32.4% |
| All | +27.3% | +7.1% | +20.2% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 1y: compounded portfolio wealth divided by compounded CHD 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…
1y analysis · Full analysis span regression · 6 months rolling