+1,028.8%
CRDO vs DOC
-23.8%
+1,052.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.7% | -5.9% |
| 7D | +9.1% | -0.9% | +10.0% | +9.4% |
| 30D | -26.6% | +7.7% | -34.4% | -28.3% |
| 3M | -50.6% | -2.0% | -48.6% | -50.4% |
| 6M | -30.6% | +5.9% | -36.4% | -32.9% |
| YTD | -8.6% | +31.8% | -40.4% | -18.8% |
| 1Y | -8.0% | +22.5% | -30.5% | -16.2% |
| 3Y | +704.3% | +54.7% | +649.6% | +532.5% |
| All | +1,028.8% | -23.8% | +1,052.6% | +1,198.5% |
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