+1,298.7%
CRDO vs M
+0.5%
+1,298.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +7.7% | -6.1% | -0.3% |
| 7D | -4.5% | -4.2% | -0.3% | -3.5% |
| 30D | -39.2% | -7.2% | -32.0% | -38.2% |
| 3M | -38.5% | -11.1% | -27.3% | -37.0% |
| 6M | +40.6% | +28.8% | +11.8% | +30.6% |
| YTD | +13.2% | +2.0% | +11.2% | +10.6% |
| 1Y | +2.3% | +31.3% | -29.0% | -7.0% |
| 3Y | +942.5% | +119.1% | +823.5% | +660.0% |
| All | +1,298.7% | +0.5% | +1,298.2% | +1,142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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