+942.5%
CRDO vs MTB
+114.2%
+828.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -4.5% | 0.0% | -4.5% | -4.5% |
| 30D | -39.2% | -4.8% | -34.4% | -37.9% |
| 3M | -38.5% | +6.0% | -44.4% | -40.8% |
| 6M | +40.6% | +19.6% | +21.0% | +26.4% |
| YTD | +13.2% | +21.5% | -8.2% | -0.6% |
| 1Y | +2.3% | +24.7% | -22.4% | -12.1% |
| 3Y | +942.5% | +108.6% | +834.0% | +634.7% |
| All | +942.5% | +114.2% | +828.4% | +634.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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