-35.1%
CRDO vs IJR
+19.0%
-54.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -3.8% | -13.9% | -11.5% |
| 7D | -32.0% | -3.2% | -28.9% | -27.7% |
| 30D | -49.1% | -1.0% | -48.2% | -47.7% |
| 3M | -50.0% | -7.4% | -42.6% | -43.0% |
| 6M | -42.0% | +0.2% | -42.2% | -39.7% |
| YTD | -21.9% | +15.3% | -37.3% | -30.1% |
| 1Y | -35.1% | +17.5% | -52.6% | -43.9% |
| All | -35.1% | +19.0% | -54.1% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1y: compounded portfolio wealth divided by compounded IJR 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…
1y analysis · Full analysis span regression · 6 months rolling