+1,339.9%
CRDO vs DOC
-23.0%
+1,362.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -18.8% | -1.5% | -17.3% | -18.5% |
| 30D | -32.9% | -3.7% | -29.1% | -32.2% |
| 3M | -24.5% | +5.2% | -29.8% | -26.7% |
| 6M | +52.7% | +22.5% | +30.2% | +39.7% |
| YTD | +16.6% | +33.2% | -16.7% | +3.4% |
| 1Y | +13.7% | +19.8% | -6.1% | +4.4% |
| 3Y | +959.0% | +23.8% | +935.2% | +838.7% |
| All | +1,339.9% | -23.0% | +1,362.9% | +1,554.2% |
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