+942.5%
CRDO vs FIS
-25.5%
+968.0%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -4.5% | -7.9% | +3.4% | -4.6% |
| 30D | -39.2% | -8.0% | -31.3% | -39.3% |
| 3M | -38.5% | +0.6% | -39.1% | -39.6% |
| 6M | +40.6% | -22.2% | +62.8% | +45.1% |
| YTD | +13.2% | -40.8% | +54.0% | +24.4% |
| 1Y | +2.3% | -41.5% | +43.8% | +12.5% |
| 3Y | +942.5% | -25.5% | +968.0% | +925.8% |
| All | +942.5% | -25.5% | +968.0% | +925.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 3y: compounded portfolio wealth divided by compounded FIS 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…
3y analysis · Full analysis span regression · 6 months rolling