+1,298.7%
CRDO vs CSX
+54.1%
+1,244.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.5% | -0.9% | -3.5% | -4.0% |
| 30D | -39.2% | -2.0% | -37.2% | -38.5% |
| 3M | -38.5% | +3.6% | -42.1% | -39.8% |
| 6M | +40.6% | +22.0% | +18.5% | +24.2% |
| YTD | +13.2% | +36.3% | -23.0% | -7.6% |
| 1Y | +2.3% | +50.9% | -48.6% | -22.2% |
| 3Y | +942.5% | +69.2% | +873.4% | +595.8% |
| All | +1,298.7% | +54.1% | +1,244.6% | +854.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 10y: compounded portfolio wealth divided by compounded CSX 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…
10y analysis · Full analysis span regression · 6 months rolling