+1,339.9%
CRDO vs HWM
+632.7%
+707.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -10.7% | +9.0% | +6.7% |
| 7D | -18.8% | -9.2% | -9.7% | -13.0% |
| 30D | -32.9% | -17.9% | -15.0% | -22.7% |
| 3M | -24.5% | -6.0% | -18.5% | -21.7% |
| 6M | +52.7% | -7.4% | +60.1% | +57.5% |
| YTD | +16.6% | +13.1% | +3.5% | -0.4% |
| 1Y | +13.7% | +29.3% | -15.6% | -13.0% |
| 3Y | +959.0% | +389.9% | +569.1% | +198.2% |
| All | +1,339.9% | +632.7% | +707.3% | +165.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling