+1,298.7%
CRDO vs OTIS
-9.0%
+1,307.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | +0.8% |
| 7D | -4.5% | -3.0% | -1.5% | -3.1% |
| 30D | -39.2% | -6.0% | -33.2% | -37.6% |
| 3M | -38.5% | -0.9% | -37.6% | -39.1% |
| 6M | +40.6% | -17.3% | +57.9% | +53.5% |
| YTD | +13.2% | -19.6% | +32.8% | +23.9% |
| 1Y | +2.3% | -21.0% | +23.3% | +12.8% |
| 3Y | +942.5% | -12.1% | +954.6% | +845.8% |
| All | +1,298.7% | -9.0% | +1,307.7% | +1,047.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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