+27.3%
CRDO vs NRG
-18.6%
+45.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.4% | -2.5% | +0.3% |
| 7D | -26.7% | +7.1% | -33.8% | -29.6% |
| 30D | -24.1% | -1.4% | -22.6% | -23.8% |
| 3M | -21.6% | -10.5% | -11.1% | -18.4% |
| 6M | +66.3% | -26.7% | +93.1% | +93.8% |
| YTD | +18.5% | -24.5% | +43.1% | +33.2% |
| 1Y | +27.3% | -18.6% | +45.9% | +38.3% |
| All | +27.3% | -18.6% | +45.9% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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