+1,339.9%
CRDO vs DOCS
-43.7%
+1,383.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.3% | +5.7% | +0.2% |
| 7D | -18.8% | -7.3% | -11.5% | -17.4% |
| 30D | -32.9% | -10.9% | -22.0% | -31.2% |
| 3M | -24.5% | +20.3% | -44.8% | -29.5% |
| 6M | +52.7% | -3.6% | +56.4% | +49.1% |
| YTD | +16.6% | -44.9% | +61.4% | +31.1% |
| 1Y | +13.7% | -64.9% | +78.6% | +45.4% |
| 3Y | +959.0% | +7.6% | +951.4% | +846.4% |
| All | +1,339.9% | -43.7% | +1,383.7% | +1,363.1% |
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