+713.7%
CRDO vs DOCS
+47.6%
+666.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.0% | +9.3% | +7.7% |
| 7D | -20.2% | -0.8% | -19.4% | -20.1% |
| 30D | -45.2% | +17.4% | -62.6% | -47.0% |
| 3M | -47.7% | +57.4% | -105.1% | -53.0% |
| 6M | -39.2% | +26.5% | -65.8% | -43.5% |
| YTD | -16.2% | -26.6% | +10.3% | -11.4% |
| 1Y | -25.9% | -48.1% | +22.1% | -14.0% |
| 3Y | +713.7% | +52.6% | +661.1% | +639.5% |
| All | +713.7% | +47.6% | +666.1% | +639.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling