+1,276.1%
CRDO vs JCI
+112.6%
+1,163.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.1% | -3.1% |
| 7D | -2.4% | +0.4% | -2.8% | -2.7% |
| 30D | -35.3% | -7.7% | -27.6% | -29.9% |
| 3M | -32.6% | +2.8% | -35.3% | -32.8% |
| 6M | +42.7% | +7.2% | +35.5% | +34.8% |
| YTD | +11.4% | +20.0% | -8.5% | -6.3% |
| 1Y | -2.2% | +33.3% | -35.5% | -25.5% |
| 3Y | +912.1% | +161.3% | +750.7% | +351.1% |
| All | +1,276.1% | +112.6% | +1,163.4% | +565.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling