+942.5%
CRDO vs INVH
-9.7%
+952.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -4.5% | -3.0% | -1.5% | -4.6% |
| 30D | -39.2% | -7.5% | -31.7% | -39.6% |
| 3M | -38.5% | -5.5% | -32.9% | -38.9% |
| 6M | +40.6% | +11.7% | +28.9% | +37.1% |
| YTD | +13.2% | +1.3% | +11.9% | +11.6% |
| 1Y | +2.3% | -6.1% | +8.4% | +2.7% |
| 3Y | +942.5% | -9.8% | +952.3% | +935.7% |
| All | +942.5% | -9.7% | +952.2% | +935.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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