+1,339.9%
CRDO vs MAS
+23.3%
+1,316.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.8% | -0.5% |
| 7D | -18.8% | +1.0% | -19.8% | -19.3% |
| 30D | -32.9% | -8.1% | -24.8% | -30.2% |
| 3M | -24.5% | +3.3% | -27.8% | -26.5% |
| 6M | +52.7% | +12.4% | +40.3% | +42.0% |
| YTD | +16.6% | +13.3% | +3.3% | +6.3% |
| 1Y | +13.7% | -4.7% | +18.4% | +13.1% |
| 3Y | +959.0% | +33.0% | +926.1% | +748.0% |
| All | +1,339.9% | +23.3% | +1,316.6% | +1,040.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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