+1,298.7%
CRDO vs MDT
+0.1%
+1,298.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.6% |
| 7D | -4.5% | -3.4% | -1.1% | -4.5% |
| 30D | -39.2% | +0.2% | -39.5% | -39.2% |
| 3M | -38.5% | +14.3% | -52.7% | -38.8% |
| 6M | +40.6% | +4.0% | +36.6% | +42.3% |
| YTD | +13.2% | -3.7% | +16.9% | +15.9% |
| 1Y | +2.3% | -0.4% | +2.6% | +3.7% |
| 3Y | +942.5% | +23.3% | +919.2% | +867.3% |
| All | +1,298.7% | +0.1% | +1,298.6% | +1,320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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