-35.1%
CRDO vs HALO
+80.0%
-115.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -5.7% | -12.0% | -16.8% |
| 7D | -32.0% | -6.3% | -25.8% | -31.2% |
| 30D | -49.1% | +12.1% | -61.2% | -49.4% |
| 3M | -50.0% | +47.1% | -97.1% | -52.4% |
| 6M | -42.0% | +86.7% | -128.6% | -45.9% |
| YTD | -21.9% | +82.7% | -104.6% | -28.4% |
| 1Y | -35.1% | +80.0% | -115.2% | -39.6% |
| All | -35.1% | +80.0% | -115.1% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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