+1,040.7%
CRDO vs DOCS
-24.3%
+1,065.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +1.1% | +9.2% | +10.0% |
| 7D | -5.1% | 0.0% | -5.1% | -5.1% |
| 30D | -38.6% | +7.8% | -46.4% | -39.7% |
| 3M | -46.8% | +20.0% | -66.8% | -49.5% |
| 6M | -29.5% | +26.5% | -56.0% | -35.6% |
| YTD | -7.6% | -25.8% | +18.1% | -3.8% |
| 1Y | -18.8% | -39.5% | +20.7% | -10.4% |
| 3Y | +783.0% | +60.3% | +722.6% | +610.0% |
| All | +1,040.7% | -24.3% | +1,065.0% | +974.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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