+942.5%
CRDO vs FISV
-57.6%
+1,000.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +1.6% |
| 7D | -4.5% | -2.7% | -1.8% | -4.4% |
| 30D | -39.2% | 0.0% | -39.3% | -39.2% |
| 3M | -38.5% | -2.8% | -35.7% | -38.4% |
| 6M | +40.6% | -11.8% | +52.4% | +41.6% |
| YTD | +13.2% | -23.2% | +36.5% | +15.4% |
| 1Y | +2.3% | -62.0% | +64.3% | +9.9% |
| 3Y | +942.5% | -57.6% | +1,000.2% | +799.0% |
| All | +942.5% | -57.6% | +1,000.2% | +799.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling