+1,364.1%
CRDO vs DOCS
-39.3%
+1,403.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.8% | +6.7% | +4.6% |
| 7D | -26.7% | -1.4% | -25.3% | -26.5% |
| 30D | -24.1% | +21.8% | -45.9% | -28.7% |
| 3M | -21.6% | +27.3% | -48.9% | -27.7% |
| 6M | +66.3% | -0.3% | +66.7% | +61.3% |
| YTD | +18.5% | -40.5% | +59.0% | +30.8% |
| 1Y | +27.3% | -61.5% | +88.8% | +59.2% |
| 3Y | +914.7% | +8.2% | +906.5% | +809.8% |
| All | +1,364.1% | -39.3% | +1,403.4% | +1,360.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling