+942.5%
CRDO vs HALO
+178.1%
+764.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -4.5% | -2.7% | -1.8% | -4.0% |
| 30D | -39.2% | +5.3% | -44.5% | -39.9% |
| 3M | -38.5% | +51.6% | -90.0% | -43.0% |
| 6M | +40.6% | +61.3% | -20.7% | +28.6% |
| YTD | +13.2% | +59.3% | -46.0% | +3.3% |
| 1Y | +2.3% | +38.3% | -36.0% | -4.3% |
| 3Y | +942.5% | +185.9% | +756.7% | +733.5% |
| All | +942.5% | +178.1% | +764.5% | +733.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling