+942.5%
CRDO vs HL
+391.6%
+550.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | -4.5% | -4.4% | -0.1% | -3.2% |
| 30D | -39.2% | +9.3% | -48.5% | -41.4% |
| 3M | -38.5% | +32.0% | -70.4% | -44.0% |
| 6M | +40.6% | -6.4% | +47.0% | +39.9% |
| YTD | +13.2% | +3.1% | +10.1% | +6.9% |
| 1Y | +2.3% | +77.6% | -75.3% | -18.7% |
| 3Y | +942.5% | +392.8% | +549.7% | +548.6% |
| All | +942.5% | +391.6% | +550.9% | +548.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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