+1,298.7%
CRDO vs EXC
+28.0%
+1,270.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.2% | +1.5% |
| 7D | -4.5% | -1.1% | -3.4% | -4.8% |
| 30D | -39.2% | -3.6% | -35.6% | -39.8% |
| 3M | -38.5% | -4.3% | -34.2% | -39.0% |
| 6M | +40.6% | -9.9% | +50.5% | +37.2% |
| YTD | +13.2% | +1.8% | +11.5% | +13.9% |
| 1Y | +2.3% | +2.9% | -0.6% | +3.2% |
| 3Y | +942.5% | +19.1% | +923.4% | +972.1% |
| All | +1,298.7% | +28.0% | +1,270.8% | +1,348.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling