+925.7%
CRDO vs MSI
+69.5%
+856.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.8% |
| 7D | -2.4% | -1.8% | -0.6% | -1.7% |
| 30D | -35.3% | -0.6% | -34.6% | -35.1% |
| 3M | -32.6% | +13.0% | -45.6% | -36.1% |
| 6M | +42.7% | +0.5% | +42.2% | +43.2% |
| YTD | +11.4% | +21.7% | -10.3% | -3.1% |
| 1Y | -2.2% | -2.6% | +0.4% | +1.0% |
| All | +925.7% | +69.5% | +856.2% | +637.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling