+942.5%
CRDO vs HRB
+25.9%
+916.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.8% |
| 7D | -4.5% | -8.0% | +3.6% | -7.0% |
| 30D | -39.2% | -16.0% | -23.3% | -42.2% |
| 3M | -38.5% | +26.9% | -65.3% | -32.2% |
| 6M | +40.6% | +51.1% | -10.5% | +62.7% |
| YTD | +13.2% | +7.1% | +6.2% | +22.0% |
| 1Y | +2.3% | -9.6% | +11.9% | +7.1% |
| 3Y | +942.5% | +25.4% | +917.1% | +919.4% |
| All | +942.5% | +25.9% | +916.7% | +919.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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