+1,298.7%
CRDO vs HWM
+626.6%
+672.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.1% |
| 7D | -4.5% | -11.4% | +7.0% | +4.4% |
| 30D | -39.2% | -18.5% | -20.8% | -29.6% |
| 3M | -38.5% | -13.2% | -25.3% | -32.0% |
| 6M | +40.6% | -8.7% | +49.3% | +46.7% |
| YTD | +13.2% | +12.2% | +1.1% | -2.5% |
| 1Y | +2.3% | +24.9% | -22.6% | -19.5% |
| 3Y | +942.5% | +383.9% | +558.6% | +196.6% |
| All | +1,298.7% | +626.6% | +672.1% | +160.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling