+1,276.1%
CRDO vs HAL
+27.0%
+1,249.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.9% | -1.7% | -3.6% |
| 7D | -2.4% | -3.3% | +0.9% | -1.2% |
| 30D | -35.3% | +7.2% | -42.5% | -37.1% |
| 3M | -32.6% | -8.8% | -23.8% | -30.9% |
| 6M | +42.7% | +3.0% | +39.7% | +38.0% |
| YTD | +11.4% | +29.4% | -18.0% | -2.7% |
| 1Y | -2.2% | +62.8% | -65.1% | -23.6% |
| 3Y | +912.1% | -6.4% | +918.5% | +846.0% |
| All | +1,276.1% | +27.0% | +1,249.1% | +1,034.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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