+1,339.9%
CRDO vs IP
-4.6%
+1,344.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.4% | -1.1% |
| 7D | -18.8% | +0.1% | -18.9% | -18.8% |
| 30D | -32.9% | -11.2% | -21.6% | -30.6% |
| 3M | -24.5% | +12.3% | -36.8% | -28.2% |
| 6M | +52.7% | -5.2% | +58.0% | +52.0% |
| YTD | +16.6% | -4.0% | +20.5% | +14.0% |
| 1Y | +13.7% | -19.2% | +32.9% | +18.1% |
| 3Y | +959.0% | +20.3% | +938.7% | +818.7% |
| All | +1,339.9% | -4.6% | +1,344.5% | +1,271.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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