+1,298.7%
CRDO vs PFG
+85.2%
+1,213.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.6% | +1.0% |
| 7D | -4.5% | -0.4% | -4.0% | -4.2% |
| 30D | -39.2% | +2.9% | -42.1% | -40.6% |
| 3M | -38.5% | +6.7% | -45.2% | -41.9% |
| 6M | +40.6% | +33.8% | +6.8% | +14.1% |
| YTD | +13.2% | +35.0% | -21.7% | -10.1% |
| 1Y | +2.3% | +46.4% | -44.1% | -24.1% |
| 3Y | +942.5% | +71.7% | +870.9% | +570.6% |
| All | +1,298.7% | +85.2% | +1,213.5% | +709.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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