+942.5%
CRDO vs IVZ
+134.7%
+807.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.6% | +0.9% |
| 7D | -4.5% | -2.4% | -2.1% | -3.0% |
| 30D | -39.2% | +3.0% | -42.3% | -40.2% |
| 3M | -38.5% | +14.9% | -53.3% | -43.4% |
| 6M | +40.6% | +36.7% | +3.8% | +16.7% |
| YTD | +13.2% | +25.7% | -12.4% | -2.8% |
| 1Y | +2.3% | +47.7% | -45.4% | -21.1% |
| 3Y | +942.5% | +138.8% | +803.7% | +456.6% |
| All | +942.5% | +134.7% | +807.8% | +456.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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