+1,341.4%
CRDO vs GEN
+30.0%
+1,311.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | +1.6% | -2.9% | +4.5% | +2.5% |
| 30D | -30.0% | +2.1% | -32.1% | -30.7% |
| 3M | -28.3% | +19.7% | -48.0% | -33.8% |
| 6M | +44.8% | +33.3% | +11.5% | +25.5% |
| YTD | +16.7% | +11.1% | +5.6% | +9.7% |
| 1Y | +12.7% | +3.0% | +9.7% | +9.3% |
| 3Y | +960.1% | +57.9% | +902.2% | +748.0% |
| All | +1,341.4% | +30.0% | +1,311.4% | +1,042.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling