+1,364.1%
CRDO vs FIX
+1,795.5%
-431.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.9% | +2.0% | +2.4% |
| 7D | -26.7% | +6.0% | -32.7% | -30.1% |
| 30D | -24.1% | -7.2% | -16.8% | -19.4% |
| 3M | -21.6% | -15.9% | -5.7% | -8.6% |
| 6M | +66.3% | +12.7% | +53.6% | +55.3% |
| YTD | +18.5% | +72.8% | -54.2% | -20.4% |
| 1Y | +27.3% | +122.9% | -95.6% | -30.3% |
| 3Y | +914.7% | +774.3% | +140.4% | +145.4% |
| All | +1,364.1% | +1,795.5% | -431.4% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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