+27.3%
CRDO vs PM
+16.6%
+10.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.0% | +5.9% | +2.5% |
| 7D | -26.7% | -4.9% | -21.8% | -29.2% |
| 30D | -24.1% | -3.4% | -20.7% | -25.5% |
| 3M | -21.6% | +5.2% | -26.8% | -18.4% |
| 6M | +66.3% | +3.7% | +62.6% | +70.6% |
| YTD | +18.5% | +15.8% | +2.8% | +30.1% |
| 1Y | +27.3% | +17.4% | +9.9% | +48.7% |
| All | +27.3% | +16.6% | +10.7% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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