+1,276.1%
CRDO vs PFG
+83.3%
+1,192.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.4% | -5.0% |
| 7D | -2.4% | -3.0% | +0.6% | -0.7% |
| 30D | -35.3% | +2.5% | -37.8% | -36.6% |
| 3M | -32.6% | +6.1% | -38.6% | -36.1% |
| 6M | +42.7% | +31.3% | +11.4% | +17.2% |
| YTD | +11.4% | +33.6% | -22.1% | -11.0% |
| 1Y | -2.2% | +48.5% | -50.7% | -28.4% |
| 3Y | +912.1% | +69.6% | +842.4% | +555.7% |
| All | +1,276.1% | +83.3% | +1,192.8% | +701.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling