+1,014.2%
CRDO vs DOC
-22.5%
+1,036.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.1% |
| 7D | -14.0% | +4.3% | -18.3% | -14.9% |
| 30D | -40.1% | +9.2% | -49.2% | -41.6% |
| 3M | -45.9% | -0.8% | -45.1% | -45.9% |
| 6M | -31.1% | +7.1% | -38.2% | -33.6% |
| YTD | -9.8% | +34.0% | -43.8% | -20.2% |
| 1Y | -23.7% | +23.2% | -46.9% | -30.6% |
| 3Y | +708.7% | +53.6% | +655.1% | +540.3% |
| All | +1,014.2% | -22.5% | +1,036.7% | +1,176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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