+1,298.7%
CRDO vs MSI
+114.1%
+1,184.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.2% | +1.4% |
| 7D | -4.5% | -0.4% | -4.1% | -4.3% |
| 30D | -39.2% | -0.8% | -38.5% | -39.1% |
| 3M | -38.5% | +13.9% | -52.4% | -43.4% |
| 6M | +40.6% | +1.3% | +39.2% | +38.0% |
| YTD | +13.2% | +22.3% | -9.1% | -4.6% |
| 1Y | +2.3% | -3.9% | +6.1% | +3.4% |
| 3Y | +942.5% | +69.9% | +872.7% | +578.6% |
| All | +1,298.7% | +114.1% | +1,184.6% | +595.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling