+1,298.7%
CRDO vs NVS
+95.0%
+1,203.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.6% |
| 7D | -4.5% | -14.3% | +9.8% | -5.6% |
| 30D | -39.2% | -10.0% | -29.3% | -39.6% |
| 3M | -38.5% | -10.9% | -27.6% | -38.9% |
| 6M | +40.6% | -12.0% | +52.5% | +39.6% |
| YTD | +13.2% | +2.5% | +10.7% | +12.3% |
| 1Y | +2.3% | +10.7% | -8.4% | +1.2% |
| 3Y | +942.5% | +53.3% | +889.2% | +876.4% |
| All | +1,298.7% | +95.0% | +1,203.7% | +1,049.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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