+27.3%
CRDO vs GIS
-18.7%
+45.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.4% | +1.1% |
| 7D | -26.7% | -7.8% | -18.9% | -33.4% |
| 30D | -24.1% | +6.6% | -30.6% | -17.6% |
| 3M | -21.6% | +21.0% | -42.5% | +0.7% |
| 6M | +66.3% | -9.1% | +75.4% | +60.3% |
| YTD | +18.5% | -13.6% | +32.2% | +6.7% |
| 1Y | +27.3% | -18.0% | +45.3% | +6.5% |
| All | +27.3% | -18.7% | +45.9% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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