+1,276.1%
CRDO vs MTB
+63.2%
+1,212.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.4% | -5.0% | -4.8% |
| 7D | -2.4% | -0.4% | -1.9% | -2.1% |
| 30D | -35.3% | -4.6% | -30.7% | -33.8% |
| 3M | -32.6% | +7.4% | -40.0% | -35.8% |
| 6M | +42.7% | +18.7% | +24.0% | +27.9% |
| YTD | +11.4% | +21.1% | -9.7% | -2.5% |
| 1Y | -2.2% | +24.1% | -26.3% | -16.1% |
| 3Y | +912.1% | +115.3% | +796.7% | +528.5% |
| All | +1,276.1% | +63.2% | +1,212.9% | +907.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling