+1,298.7%
CRDO vs JBL
+440.8%
+857.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.4% | -3.0% |
| 7D | -4.5% | +2.4% | -6.9% | -6.6% |
| 30D | -39.2% | -13.1% | -26.1% | -30.5% |
| 3M | -38.5% | -15.6% | -22.9% | -26.5% |
| 6M | +40.6% | +24.6% | +16.0% | +19.2% |
| YTD | +13.2% | +39.6% | -26.4% | -14.1% |
| 1Y | +2.3% | +48.6% | -46.3% | -26.3% |
| 3Y | +942.5% | +197.3% | +745.3% | +324.0% |
| All | +1,298.7% | +440.8% | +857.9% | +211.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 all: compounded portfolio wealth divided by compounded JBL 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…
all analysis · Full analysis span regression · 6 months rolling