+2.3%
CRDO vs PHM
-12.7%
+15.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.7% |
| 7D | -4.5% | -5.0% | +0.5% | -4.6% |
| 30D | -39.2% | -8.4% | -30.8% | -39.4% |
| 3M | -38.5% | -4.4% | -34.0% | -39.0% |
| 6M | +40.6% | -3.7% | +44.3% | +36.3% |
| YTD | +13.2% | +1.3% | +12.0% | +9.6% |
| 1Y | +2.3% | -14.0% | +16.3% | 0.0% |
| All | +2.3% | -12.7% | +15.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling