-16.9%
CRDO vs CHD
+30.9%
-47.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +2.6% | -12.2% | -5.8% |
| 7D | -21.4% | +6.9% | -28.4% | -12.8% |
| 30D | -35.8% | +17.1% | -52.9% | -18.5% |
| 3M | -42.6% | +9.1% | -51.7% | -34.0% |
| 6M | -24.2% | +21.4% | -45.6% | +4.2% |
| YTD | -5.1% | +34.9% | -40.0% | +51.1% |
| 1Y | -16.9% | +31.0% | -47.9% | +29.7% |
| All | -16.9% | +30.9% | -47.8% | +29.7% |
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