+942.5%
CRDO vs OKE
+72.4%
+870.2%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | -4.5% | +1.2% | -5.7% | -4.9% |
| 30D | -39.2% | +4.5% | -43.7% | -40.4% |
| 3M | -38.5% | +9.6% | -48.1% | -41.3% |
| 6M | +40.6% | +15.4% | +25.2% | +27.3% |
| YTD | +13.2% | +36.5% | -23.2% | -8.9% |
| 1Y | +2.3% | +39.0% | -36.7% | -19.4% |
| 3Y | +942.5% | +74.3% | +868.2% | +863.1% |
| All | +942.5% | +72.4% | +870.2% | +863.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 OKE 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