+1,113.8%
CRDO vs CVE
+115.0%
+998.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.7% | +6.3% | +7.8% |
| 7D | +3.6% | +0.1% | +3.5% | +3.9% |
| 30D | -29.6% | -10.8% | -18.8% | -26.2% |
| 3M | -42.9% | -4.3% | -38.6% | -42.3% |
| 6M | -32.7% | -1.5% | -31.3% | -33.9% |
| YTD | -1.7% | +70.7% | -72.4% | -26.2% |
| 1Y | -10.8% | +58.1% | -68.9% | -30.7% |
| 3Y | +781.1% | +69.8% | +711.2% | +539.4% |
| All | +1,113.8% | +115.0% | +998.8% | +719.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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