+1,298.7%
CRDO vs JCI
+117.4%
+1,181.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | -0.6% |
| 7D | -4.5% | +0.7% | -5.2% | -5.2% |
| 30D | -39.2% | -4.4% | -34.8% | -36.4% |
| 3M | -38.5% | +1.7% | -40.1% | -38.3% |
| 6M | +40.6% | +8.8% | +31.8% | +30.9% |
| YTD | +13.2% | +22.6% | -9.4% | -6.9% |
| 1Y | +2.3% | +36.2% | -33.9% | -23.7% |
| 3Y | +942.5% | +168.0% | +774.5% | +353.5% |
| All | +1,298.7% | +117.4% | +1,181.3% | +561.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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