+942.5%
CRDO vs EFV
+90.2%
+852.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.6% | +0.2% |
| 7D | -4.5% | -0.8% | -3.7% | -3.4% |
| 30D | -39.2% | +0.6% | -39.9% | -39.9% |
| 3M | -38.5% | +7.5% | -46.0% | -44.2% |
| 6M | +40.6% | +13.0% | +27.6% | +19.5% |
| YTD | +13.2% | +18.3% | -5.1% | -9.9% |
| 1Y | +2.3% | +26.7% | -24.5% | -26.1% |
| 3Y | +942.5% | +89.6% | +853.0% | +355.3% |
| All | +942.5% | +90.2% | +852.3% | +355.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling