+1,298.7%
CRDO vs CHRW
+64.1%
+1,234.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -4.5% | +3.5% | -7.9% | -5.1% |
| 30D | -39.2% | +4.6% | -43.8% | -39.7% |
| 3M | -38.5% | -19.7% | -18.7% | -36.1% |
| 6M | +40.6% | -12.4% | +53.0% | +42.8% |
| YTD | +13.2% | -3.9% | +17.1% | +11.3% |
| 1Y | +2.3% | +18.4% | -16.1% | -5.0% |
| 3Y | +942.5% | +88.8% | +853.7% | +721.7% |
| All | +1,298.7% | +64.1% | +1,234.6% | +1,097.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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