+942.5%
CRDO vs IAU
+123.7%
+818.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -4.5% | -2.0% | -2.5% | -3.7% |
| 30D | -39.2% | -1.5% | -37.7% | -38.8% |
| 3M | -38.5% | +3.3% | -41.7% | -39.2% |
| 6M | +40.6% | -16.2% | +56.8% | +48.2% |
| YTD | +13.2% | +0.7% | +12.6% | +14.0% |
| 1Y | +2.3% | +19.2% | -17.0% | -1.3% |
| 3Y | +942.5% | +124.4% | +818.1% | +775.1% |
| All | +942.5% | +123.7% | +818.9% | +775.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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