+27.3%
CRDO vs FISV
-61.2%
+88.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +4.0% |
| 7D | -26.7% | -0.3% | -26.4% | -26.8% |
| 30D | -24.1% | -2.1% | -22.0% | -24.2% |
| 3M | -21.6% | -5.7% | -15.8% | -20.8% |
| 6M | +66.3% | -15.3% | +81.7% | +66.7% |
| YTD | +18.5% | -21.1% | +39.6% | +17.8% |
| 1Y | +27.3% | -61.1% | +88.4% | +5.8% |
| All | +27.3% | -61.2% | +88.5% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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