+1,298.7%
CRDO vs CVS
+4.9%
+1,293.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.7% |
| 7D | -4.5% | -2.2% | -2.3% | -4.4% |
| 30D | -39.2% | -0.1% | -39.2% | -39.3% |
| 3M | -38.5% | -5.2% | -33.2% | -38.4% |
| 6M | +40.6% | +26.9% | +13.7% | +37.4% |
| YTD | +13.2% | +22.1% | -8.8% | +10.7% |
| 1Y | +2.3% | +30.8% | -28.5% | -0.9% |
| 3Y | +942.5% | +54.4% | +888.2% | +865.7% |
| All | +1,298.7% | +4.9% | +1,293.9% | +1,337.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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