+1,298.7%
CRDO vs DHI
+68.5%
+1,230.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.2% |
| 7D | -4.5% | -3.4% | -1.1% | -3.5% |
| 30D | -39.2% | -5.4% | -33.8% | -38.3% |
| 3M | -38.5% | -10.4% | -28.0% | -36.9% |
| 6M | +40.6% | -2.8% | +43.4% | +40.7% |
| YTD | +13.2% | -3.4% | +16.7% | +12.6% |
| 1Y | +2.3% | -22.9% | +25.2% | +8.3% |
| 3Y | +942.5% | +20.7% | +921.9% | +762.3% |
| All | +1,298.7% | +68.5% | +1,230.2% | +849.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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