+1,341.4%
CRDO vs FIS
-61.0%
+1,402.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.7% |
| 7D | +1.6% | -9.1% | +10.7% | +3.3% |
| 30D | -30.0% | -10.4% | -19.6% | -28.9% |
| 3M | -28.3% | -3.7% | -24.6% | -29.2% |
| 6M | +44.8% | -24.8% | +69.5% | +52.4% |
| YTD | +16.7% | -41.6% | +58.3% | +31.8% |
| 1Y | +12.7% | -42.7% | +55.4% | +27.4% |
| 3Y | +960.1% | -26.2% | +986.3% | +986.1% |
| All | +1,341.4% | -61.0% | +1,402.4% | +1,690.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling