+1,339.9%
CRDO vs IBB
+64.7%
+1,275.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | +0.5% |
| 7D | -18.8% | -1.7% | -17.2% | -17.8% |
| 30D | -32.9% | +4.9% | -37.7% | -36.9% |
| 3M | -24.5% | +24.2% | -48.8% | -40.7% |
| 6M | +52.7% | +23.8% | +28.9% | +20.5% |
| YTD | +16.6% | +23.0% | -6.4% | -7.9% |
| 1Y | +13.7% | +46.2% | -32.5% | -24.8% |
| 3Y | +959.0% | +64.8% | +894.2% | +520.0% |
| All | +1,339.9% | +64.7% | +1,275.2% | +701.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling