+1,298.7%
CRDO vs PBR
+322.6%
+976.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.5% | +1.8% |
| 7D | -4.5% | +5.4% | -9.8% | -5.4% |
| 30D | -39.2% | +22.9% | -62.1% | -41.9% |
| 3M | -38.5% | +19.6% | -58.1% | -41.0% |
| 6M | +40.6% | +16.5% | +24.1% | +34.2% |
| YTD | +13.2% | +86.7% | -73.4% | -3.8% |
| 1Y | +2.3% | +74.7% | -72.4% | -11.9% |
| 3Y | +942.5% | +102.6% | +840.0% | +759.5% |
| All | +1,298.7% | +322.6% | +976.1% | +868.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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