+1,341.4%
CRDO vs OUST
+16.5%
+1,324.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.9% |
| 7D | +1.6% | +4.0% | -2.4% | +0.6% |
| 30D | -30.0% | -14.0% | -16.0% | -27.5% |
| 3M | -28.3% | -5.9% | -22.4% | -28.3% |
| 6M | +44.8% | +76.4% | -31.6% | +23.0% |
| YTD | +16.7% | +67.5% | -50.8% | -1.1% |
| 1Y | +12.7% | +27.1% | -14.4% | -1.0% |
| 3Y | +960.1% | +619.0% | +341.1% | +438.0% |
| All | +1,341.4% | +16.5% | +1,324.8% | +1,017.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 10y: compounded portfolio wealth divided by compounded OUST 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…
10y analysis · Full analysis span regression · 6 months rolling