+1,298.7%
CRDO vs HST
+63.3%
+1,235.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.4% |
| 7D | -4.5% | +0.9% | -5.3% | -5.0% |
| 30D | -39.2% | -2.5% | -36.8% | -38.5% |
| 3M | -38.5% | -5.1% | -33.3% | -37.5% |
| 6M | +40.6% | +21.6% | +19.0% | +20.2% |
| YTD | +13.2% | +31.6% | -18.4% | -9.2% |
| 1Y | +2.3% | +36.1% | -33.9% | -20.8% |
| 3Y | +942.5% | +66.5% | +876.1% | +601.0% |
| All | +1,298.7% | +63.3% | +1,235.4% | +825.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 5y: compounded portfolio wealth divided by compounded HST 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…
5y analysis · Full analysis span regression · 6 months rolling