+27.3%
CRDO vs HIG
+5.1%
+22.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +2.0% |
| 7D | -26.7% | +0.3% | -27.0% | -26.3% |
| 30D | -24.1% | -3.2% | -20.8% | -27.2% |
| 3M | -21.6% | +9.1% | -30.7% | -7.3% |
| 6M | +66.3% | -1.8% | +68.1% | +72.3% |
| YTD | +18.5% | +1.8% | +16.8% | +30.3% |
| 1Y | +27.3% | +4.6% | +22.7% | +49.8% |
| All | +27.3% | +5.1% | +22.2% | +49.8% |
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