+1,276.1%
CRDO vs PCG
+14.5%
+1,261.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.4% |
| 7D | -2.4% | +0.5% | -2.9% | -2.4% |
| 30D | -35.3% | -18.9% | -16.4% | -33.8% |
| 3M | -32.6% | -15.8% | -16.7% | -31.5% |
| 6M | +42.7% | -22.6% | +65.3% | +46.4% |
| YTD | +11.4% | -12.2% | +23.6% | +11.1% |
| 1Y | -2.2% | -7.1% | +4.9% | -4.4% |
| 3Y | +912.1% | -15.8% | +927.9% | +914.6% |
| All | +1,276.1% | +14.5% | +1,261.6% | +1,117.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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