+27.3%
CRDO vs DOW
+30.0%
-2.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -3.0% | +6.9% | +3.6% |
| 7D | -26.7% | -2.4% | -24.3% | -26.8% |
| 30D | -24.1% | +0.4% | -24.4% | -24.0% |
| 3M | -21.6% | -14.4% | -7.2% | -20.8% |
| 6M | +66.3% | -7.0% | +73.3% | +64.8% |
| YTD | +18.5% | +30.2% | -11.7% | +11.3% |
| 1Y | +27.3% | +29.2% | -1.9% | +15.2% |
| All | +27.3% | +30.0% | -2.7% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling