-8.0%
CRDO vs FGI
+17.8%
-25.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -25.2% | +19.2% | -4.9% |
| 7D | +9.1% | -14.4% | +23.5% | +9.8% |
| 30D | -26.6% | -11.8% | -14.9% | -26.3% |
| 3M | -50.6% | -46.2% | -4.3% | -49.7% |
| 6M | -30.6% | +5.2% | -35.7% | -32.3% |
| YTD | -8.6% | +10.5% | -19.1% | -10.1% |
| 1Y | -8.0% | +25.5% | -33.5% | -9.1% |
| All | -8.0% | +17.8% | -25.8% | -9.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling