+942.5%
CRDO vs PH
+137.8%
+804.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | 0.0% |
| 7D | -4.5% | -1.3% | -3.2% | -3.2% |
| 30D | -39.2% | -11.0% | -28.3% | -32.0% |
| 3M | -38.5% | +5.5% | -44.0% | -41.0% |
| 6M | +40.6% | +1.5% | +39.1% | +38.1% |
| YTD | +13.2% | +8.8% | +4.5% | +2.3% |
| 1Y | +2.3% | +24.5% | -22.2% | -20.9% |
| 3Y | +942.5% | +141.2% | +801.4% | +447.9% |
| All | +942.5% | +137.8% | +804.7% | +447.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 3y: compounded portfolio wealth divided by compounded PH 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…
3y analysis · Full analysis span regression · 6 months rolling