+27.3%
CRDO vs GEN
+5.4%
+21.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.2% | +6.1% | +3.5% |
| 7D | -26.7% | -1.2% | -25.5% | -26.7% |
| 30D | -24.1% | +10.1% | -34.2% | -22.7% |
| 3M | -21.6% | +16.1% | -37.7% | -17.6% |
| 6M | +66.3% | +38.9% | +27.5% | +65.3% |
| YTD | +18.5% | +14.4% | +4.1% | +15.7% |
| 1Y | +27.3% | +5.9% | +21.4% | +24.7% |
| All | +27.3% | +5.4% | +21.9% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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