+1,276.1%
CRDO vs EXC
+28.6%
+1,247.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.7% |
| 7D | -2.4% | -1.6% | -0.7% | -2.8% |
| 30D | -35.3% | -2.4% | -32.9% | -35.7% |
| 3M | -32.6% | -4.0% | -28.6% | -33.1% |
| 6M | +42.7% | -9.8% | +52.5% | +39.4% |
| YTD | +11.4% | +2.3% | +9.1% | +12.3% |
| 1Y | -2.2% | +3.8% | -6.1% | -1.1% |
| 3Y | +912.1% | +19.7% | +892.3% | +942.3% |
| All | +1,276.1% | +28.6% | +1,247.4% | +1,327.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling