+27.3%
CRDO vs MSI
-0.7%
+28.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.9% | +4.8% | +3.6% |
| 7D | -26.7% | -3.7% | -23.0% | -27.6% |
| 30D | -24.1% | +6.8% | -30.9% | -22.1% |
| 3M | -21.6% | +14.3% | -35.9% | -17.1% |
| 6M | +66.3% | -1.6% | +67.9% | +66.3% |
| YTD | +18.5% | +22.8% | -4.3% | +30.4% |
| 1Y | +27.3% | -1.1% | +28.4% | +37.6% |
| All | +27.3% | -0.7% | +28.0% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1y: compounded portfolio wealth divided by compounded MSI 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…
1y analysis · Full analysis span regression · 6 months rolling