+1,298.7%
CRDO vs GEN
+32.1%
+1,266.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.7% | +1.3% |
| 7D | -4.5% | -1.3% | -3.2% | -4.1% |
| 30D | -39.2% | +6.1% | -45.4% | -40.6% |
| 3M | -38.5% | +27.0% | -65.4% | -44.4% |
| 6M | +40.6% | +43.9% | -3.3% | +17.9% |
| YTD | +13.2% | +13.0% | +0.3% | +5.9% |
| 1Y | +2.3% | +4.0% | -1.7% | -0.9% |
| 3Y | +942.5% | +66.2% | +876.4% | +717.7% |
| All | +1,298.7% | +32.1% | +1,266.6% | +1,002.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling