+1,298.7%
CRDO vs NRG
+218.5%
+1,080.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.7% |
| 7D | -4.5% | -4.7% | +0.2% | -1.7% |
| 30D | -39.2% | -6.0% | -33.3% | -37.3% |
| 3M | -38.5% | -8.0% | -30.5% | -36.7% |
| 6M | +40.6% | -23.2% | +63.7% | +59.4% |
| YTD | +13.2% | -28.1% | +41.3% | +32.6% |
| 1Y | +2.3% | -27.3% | +29.5% | +19.8% |
| 3Y | +942.5% | +208.7% | +733.9% | +577.3% |
| All | +1,298.7% | +218.5% | +1,080.2% | +768.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling