+1,339.9%
CRDO vs OUST
+20.5%
+1,319.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.6% | -2.4% |
| 7D | -18.8% | +12.7% | -31.5% | -21.5% |
| 30D | -32.9% | -13.6% | -19.3% | -30.5% |
| 3M | -24.5% | -8.3% | -16.2% | -24.2% |
| 6M | +52.7% | +85.0% | -32.2% | +28.3% |
| YTD | +16.6% | +73.2% | -56.7% | -2.1% |
| 1Y | +13.7% | +32.5% | -18.8% | -1.1% |
| 3Y | +959.0% | +643.8% | +315.2% | +433.0% |
| All | +1,339.9% | +20.5% | +1,319.4% | +1,006.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling