+27.3%
CRDO vs EFV
+30.7%
-3.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.1% | +4.0% | +4.1% |
| 7D | -26.7% | +1.5% | -28.2% | -28.1% |
| 30D | -24.1% | +1.7% | -25.8% | -25.7% |
| 3M | -21.6% | +8.6% | -30.2% | -28.8% |
| 6M | +66.3% | +11.7% | +54.7% | +46.3% |
| YTD | +18.5% | +19.3% | -0.7% | -1.1% |
| 1Y | +27.3% | +30.2% | -2.9% | -4.8% |
| All | +27.3% | +30.7% | -3.4% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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