+1,040.7%
CRDO vs CSGP
-53.1%
+1,093.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +2.3% | +8.0% | +9.8% |
| 7D | -5.1% | -1.8% | -3.3% | -4.8% |
| 30D | -38.6% | +5.3% | -43.9% | -40.3% |
| 3M | -46.8% | +3.3% | -50.1% | -48.6% |
| 6M | -29.5% | -4.7% | -24.8% | -31.6% |
| YTD | -7.6% | -53.5% | +45.9% | +21.7% |
| 1Y | -18.8% | -53.7% | +35.0% | +6.9% |
| 3Y | +783.0% | -59.7% | +842.7% | +1,109.1% |
| All | +1,040.7% | -53.1% | +1,093.8% | +1,252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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