+27.3%
CRDO vs FERG
+0.8%
+26.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FERG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.3% | +1.6% | +2.6% |
| 7D | -26.7% | 0.0% | -26.7% | -26.7% |
| 30D | -24.1% | -10.2% | -13.9% | -19.6% |
| 3M | -21.6% | -0.6% | -21.0% | -22.1% |
| 6M | +66.3% | -6.5% | +72.9% | +69.8% |
| YTD | +18.5% | +4.2% | +14.4% | +12.2% |
| 1Y | +27.3% | -2.3% | +29.6% | +28.7% |
| All | +27.3% | +0.8% | +26.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FERG.
Daily Out/Under-Performance
Portfolio return minus FERG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FERG 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 FERG 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