+1,298.7%
CRDO vs CPB
-42.6%
+1,341.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.8% |
| 7D | -4.5% | -1.8% | -2.7% | -5.4% |
| 30D | -39.2% | -7.1% | -32.2% | -41.3% |
| 3M | -38.5% | -6.0% | -32.4% | -38.9% |
| 6M | +40.6% | -5.3% | +45.8% | +40.7% |
| YTD | +13.2% | -20.8% | +34.1% | +5.5% |
| 1Y | +2.3% | -33.8% | +36.1% | -11.2% |
| 3Y | +942.5% | -43.7% | +986.3% | +762.0% |
| All | +1,298.7% | -42.6% | +1,341.3% | +1,017.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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