+1,276.1%
CRDO vs IAU
+137.5%
+1,138.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.7% | -2.8% | -3.8% |
| 7D | -2.4% | -3.4% | +1.0% | -0.9% |
| 30D | -35.3% | -1.1% | -34.2% | -35.0% |
| 3M | -32.6% | +5.8% | -38.4% | -34.2% |
| 6M | +42.7% | -16.9% | +59.7% | +53.1% |
| YTD | +11.4% | +0.1% | +11.3% | +11.1% |
| 1Y | -2.2% | +18.4% | -20.6% | -8.8% |
| 3Y | +912.1% | +123.6% | +788.5% | +574.5% |
| All | +1,276.1% | +137.5% | +1,138.6% | +741.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling