+27.3%
CRDO vs HWM
+48.6%
-21.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.2% |
| 7D | -26.7% | -2.1% | -24.6% | -25.9% |
| 30D | -24.1% | -11.0% | -13.1% | -18.7% |
| 3M | -21.6% | +4.0% | -25.6% | -23.2% |
| 6M | +66.3% | -0.2% | +66.6% | +66.4% |
| YTD | +18.5% | +26.7% | -8.1% | -8.2% |
| 1Y | +27.3% | +44.7% | -17.4% | -14.2% |
| All | +27.3% | +48.6% | -21.3% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling