+1,298.7%
CRDO vs CHD
+0.3%
+1,298.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.8% |
| 7D | -4.5% | -4.5% | 0.0% | -6.9% |
| 30D | -39.2% | -6.7% | -32.5% | -41.4% |
| 3M | -38.5% | -2.7% | -35.7% | -38.4% |
| 6M | +40.6% | -4.9% | +45.5% | +40.3% |
| YTD | +13.2% | +13.3% | -0.1% | +21.6% |
| 1Y | +2.3% | +1.0% | +1.3% | +5.2% |
| 3Y | +942.5% | +1.3% | +941.2% | +958.5% |
| All | +1,298.7% | +0.3% | +1,298.5% | +1,256.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling