+1,276.1%
CRDO vs HWM
+621.2%
+654.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.0% | -2.5% | -2.9% |
| 7D | -2.4% | -12.5% | +10.2% | +7.7% |
| 30D | -35.3% | -19.0% | -16.3% | -24.6% |
| 3M | -32.6% | -8.6% | -23.9% | -28.4% |
| 6M | +42.7% | -10.2% | +52.9% | +50.9% |
| YTD | +11.4% | +11.3% | +0.1% | -3.5% |
| 1Y | -2.2% | +24.3% | -26.5% | -22.7% |
| 3Y | +912.1% | +382.3% | +529.8% | +188.6% |
| All | +1,276.1% | +621.2% | +654.9% | +157.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling