+27.3%
CRDO vs EQH
+2.5%
+24.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.0% |
| 7D | -26.7% | +5.5% | -32.2% | -27.2% |
| 30D | -24.1% | +3.2% | -27.3% | -24.5% |
| 3M | -21.6% | +32.5% | -54.1% | -27.9% |
| 6M | +66.3% | +33.7% | +32.6% | +50.4% |
| YTD | +18.5% | +13.4% | +5.1% | +8.7% |
| 1Y | +27.3% | +0.6% | +26.7% | +23.7% |
| All | +27.3% | +2.5% | +24.8% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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