+1,014.2%
CRDO vs OUST
+22.9%
+991.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -14.0% | +31.9% | -45.9% | -20.3% |
| 30D | -40.1% | -4.2% | -35.8% | -39.5% |
| 3M | -45.9% | -9.3% | -36.6% | -44.7% |
| 6M | -31.1% | +51.7% | -82.8% | -39.3% |
| YTD | -9.8% | +76.6% | -86.4% | -24.6% |
| 1Y | -23.7% | +48.9% | -72.6% | -33.8% |
| 3Y | +708.7% | +675.3% | +33.5% | +307.5% |
| All | +1,014.2% | +22.9% | +991.3% | +752.6% |
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