+1,341.4%
CRDO vs MOS
-27.0%
+1,368.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.4% |
| 7D | +1.6% | +1.7% | 0.0% | +1.3% |
| 30D | -30.0% | +11.7% | -41.7% | -32.1% |
| 3M | -28.3% | +23.2% | -51.5% | -32.8% |
| 6M | +44.8% | -1.6% | +46.4% | +42.2% |
| YTD | +16.7% | +10.8% | +5.9% | +10.2% |
| 1Y | +12.7% | -16.2% | +28.9% | +15.5% |
| 3Y | +960.1% | -24.2% | +984.3% | +974.6% |
| All | +1,341.4% | -27.0% | +1,368.3% | +1,234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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