+942.5%
CRDO vs MUB
+7.9%
+934.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.0% |
| 7D | -4.5% | -0.8% | -3.6% | -3.3% |
| 30D | -39.2% | -2.4% | -36.9% | -37.2% |
| 3M | -38.5% | -2.8% | -35.6% | -36.0% |
| 6M | +40.6% | -2.2% | +42.8% | +45.3% |
| YTD | +13.2% | -1.6% | +14.8% | +16.7% |
| 1Y | +2.3% | 0.0% | +2.2% | +4.3% |
| 3Y | +942.5% | +7.9% | +934.7% | +782.9% |
| All | +942.5% | +7.9% | +934.6% | +782.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling