+1,298.7%
CRDO vs HIG
+112.3%
+1,186.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.7% |
| 7D | -4.5% | -1.5% | -3.0% | -4.3% |
| 30D | -39.2% | -0.4% | -38.9% | -39.3% |
| 3M | -38.5% | +6.7% | -45.1% | -39.8% |
| 6M | +40.6% | +2.0% | +38.6% | +38.1% |
| YTD | +13.2% | +0.3% | +13.0% | +11.4% |
| 1Y | +2.3% | +4.2% | -1.9% | -1.6% |
| 3Y | +942.5% | +102.2% | +840.3% | +559.7% |
| All | +1,298.7% | +112.3% | +1,186.4% | +729.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling