+1,298.7%
CRDO vs FGI
-56.8%
+1,355.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +1.7% |
| 7D | -4.5% | +12.1% | -16.6% | -4.8% |
| 30D | -39.2% | +75.7% | -114.9% | -40.9% |
| 3M | -38.5% | +31.7% | -70.1% | -39.7% |
| 6M | +40.6% | +111.5% | -70.9% | +35.9% |
| YTD | +13.2% | +45.8% | -32.5% | +10.1% |
| 1Y | +2.3% | +112.5% | -110.3% | -1.8% |
| 3Y | +942.5% | +8.5% | +934.1% | +922.6% |
| All | +1,298.7% | -56.8% | +1,355.5% | +1,297.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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