+27.3%
CRDO vs MUB
+2.9%
+24.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.8% |
| 7D | -26.7% | -0.9% | -25.9% | -23.4% |
| 30D | -24.1% | -1.4% | -22.6% | -18.6% |
| 3M | -21.6% | -2.2% | -19.4% | -12.3% |
| 6M | +66.3% | -1.9% | +68.2% | +82.5% |
| YTD | +18.5% | -0.8% | +19.3% | +27.3% |
| 1Y | +27.3% | +2.7% | +24.6% | +4.8% |
| All | +27.3% | +2.9% | +24.4% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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