+942.5%
CRDO vs JEPI
+30.1%
+912.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JEPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +0.1% |
| 7D | -4.5% | -1.0% | -3.5% | -2.3% |
| 30D | -39.2% | -1.4% | -37.8% | -37.5% |
| 3M | -38.5% | +3.5% | -42.0% | -43.9% |
| 6M | +40.6% | +1.9% | +38.7% | +32.9% |
| YTD | +13.2% | +4.4% | +8.8% | +0.2% |
| 1Y | +2.3% | +7.2% | -4.9% | -15.2% |
| 3Y | +942.5% | +29.8% | +912.8% | +503.3% |
| All | +942.5% | +30.1% | +912.5% | +503.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling