+1,298.7%
CRDO vs COPX
+157.6%
+1,141.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.5% | -2.3% | -2.1% | -3.2% |
| 30D | -39.2% | +0.3% | -39.5% | -39.5% |
| 3M | -38.5% | +6.8% | -45.3% | -41.2% |
| 6M | +40.6% | +7.9% | +32.6% | +31.9% |
| YTD | +13.2% | +23.7% | -10.5% | -5.5% |
| 1Y | +2.3% | +71.5% | -69.3% | -31.5% |
| 3Y | +942.5% | +149.1% | +793.4% | +424.3% |
| All | +1,298.7% | +157.6% | +1,141.2% | +512.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 all: compounded portfolio wealth divided by compounded COPX 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…
all analysis · Full analysis span regression · 6 months rolling