+1,298.7%
CRDO vs HD
-3.2%
+1,301.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.2% |
| 7D | -4.5% | -3.8% | -0.6% | -2.7% |
| 30D | -39.2% | -9.4% | -29.8% | -36.4% |
| 3M | -38.5% | -4.6% | -33.9% | -38.0% |
| 6M | +40.6% | -10.1% | +50.7% | +45.8% |
| YTD | +13.2% | -8.3% | +21.6% | +14.8% |
| 1Y | +2.3% | -25.0% | +27.3% | +16.4% |
| 3Y | +942.5% | +1.5% | +941.0% | +853.3% |
| All | +1,298.7% | -3.2% | +1,301.9% | +1,098.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 5y: compounded portfolio wealth divided by compounded HD 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…
5y analysis · Full analysis span regression · 6 months rolling