+942.5%
CRDO vs DHR
-7.0%
+949.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.5% | -3.6% | -0.8% | -3.6% |
| 30D | -39.2% | -2.7% | -36.5% | -38.8% |
| 3M | -38.5% | +10.9% | -49.4% | -41.4% |
| 6M | +40.6% | +3.0% | +37.5% | +37.3% |
| YTD | +13.2% | -12.2% | +25.5% | +17.4% |
| 1Y | +2.3% | +3.3% | -1.0% | -2.5% |
| 3Y | +942.5% | -8.2% | +950.8% | +788.0% |
| All | +942.5% | -7.0% | +949.6% | +788.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 3y: compounded portfolio wealth divided by compounded DHR 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…
3y analysis · Full analysis span regression · 6 months rolling