+1,298.7%
CRDO vs MRSH
+27.5%
+1,271.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.6% |
| 7D | -4.5% | -4.8% | +0.3% | -4.8% |
| 30D | -39.2% | -6.3% | -32.9% | -39.4% |
| 3M | -38.5% | +5.8% | -44.3% | -39.1% |
| 6M | +40.6% | +2.8% | +37.8% | +39.5% |
| YTD | +13.2% | -3.1% | +16.4% | +13.4% |
| 1Y | +2.3% | -11.3% | +13.5% | +5.1% |
| 3Y | +942.5% | -5.0% | +947.5% | +873.3% |
| All | +1,298.7% | +27.5% | +1,271.2% | +854.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 all: compounded portfolio wealth divided by compounded MRSH 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…
all analysis · Full analysis span regression · 6 months rolling