+925.7%
CRDO vs HWM
+379.8%
+545.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -3.0% |
| 7D | -2.4% | -12.5% | +10.2% | +7.2% |
| 30D | -35.3% | -19.0% | -16.3% | -25.1% |
| 3M | -32.6% | -8.6% | -23.9% | -28.5% |
| 6M | +42.7% | -10.2% | +52.9% | +50.7% |
| YTD | +11.4% | +11.3% | +0.1% | -3.6% |
| 1Y | -2.2% | +24.3% | -26.5% | -22.7% |
| All | +925.7% | +379.8% | +545.8% | +379.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling