-16.9%
CRDO vs HIG
+12.7%
-29.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +2.4% | -11.9% | -5.6% |
| 7D | -21.4% | +6.2% | -27.6% | -12.5% |
| 30D | -35.8% | +9.4% | -45.2% | -24.2% |
| 3M | -42.6% | -2.3% | -40.3% | -42.9% |
| 6M | -24.2% | +4.2% | -28.3% | -14.2% |
| YTD | -5.1% | +1.6% | -6.7% | +6.1% |
| 1Y | -16.9% | +9.9% | -26.8% | +0.5% |
| All | -16.9% | +12.7% | -29.6% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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