+1,298.7%
CRDO vs HL
+318.1%
+980.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | -4.5% | -4.4% | -0.1% | -3.1% |
| 30D | -39.2% | +9.3% | -48.5% | -41.6% |
| 3M | -38.5% | +32.0% | -70.4% | -44.6% |
| 6M | +40.6% | -6.4% | +47.0% | +40.2% |
| YTD | +13.2% | +3.1% | +10.1% | +6.2% |
| 1Y | +2.3% | +77.6% | -75.3% | -21.1% |
| 3Y | +942.5% | +392.8% | +549.7% | +435.8% |
| All | +1,298.7% | +318.1% | +980.6% | +675.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling