+27.3%
CRDO vs IYR
+8.4%
+18.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +3.5% |
| 7D | -26.7% | -1.2% | -25.5% | -27.3% |
| 30D | -24.1% | -2.9% | -21.2% | -25.4% |
| 3M | -21.6% | +0.8% | -22.4% | -23.3% |
| 6M | +66.3% | +1.9% | +64.5% | +58.0% |
| YTD | +18.5% | +9.6% | +8.9% | +14.3% |
| 1Y | +27.3% | +8.1% | +19.2% | +21.5% |
| All | +27.3% | +8.4% | +18.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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