-35.1%
CRDO vs JEPI
+7.1%
-42.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -3.3% | -14.4% | -12.8% |
| 7D | -32.0% | -2.7% | -29.4% | -28.2% |
| 30D | -49.1% | -0.3% | -48.9% | -47.5% |
| 3M | -50.0% | -1.3% | -48.7% | -48.0% |
| 6M | -42.0% | +2.5% | -44.5% | -42.4% |
| YTD | -21.9% | +4.0% | -25.9% | -25.8% |
| 1Y | -35.1% | +6.8% | -42.0% | -44.2% |
| All | -35.1% | +7.1% | -42.2% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JEPI.
Daily Out/Under-Performance
Portfolio return minus JEPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JEPI 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 JEPI 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