+1,276.1%
CRDO vs IBB
+61.0%
+1,215.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.1% | -3.2% |
| 7D | -2.4% | -5.2% | +2.9% | +2.9% |
| 30D | -35.3% | +1.5% | -36.7% | -37.1% |
| 3M | -32.6% | +22.1% | -54.7% | -46.1% |
| 6M | +42.7% | +17.7% | +25.0% | +18.5% |
| YTD | +11.4% | +20.2% | -8.8% | -9.9% |
| 1Y | -2.2% | +44.4% | -46.7% | -34.5% |
| 3Y | +912.1% | +61.1% | +851.0% | +506.1% |
| All | +1,276.1% | +61.0% | +1,215.1% | +683.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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