+1,298.7%
CRDO vs PM
+130.4%
+1,168.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +1.0% | +1.8% |
| 7D | -4.5% | +4.7% | -9.1% | -3.4% |
| 30D | -39.2% | +2.6% | -41.8% | -38.7% |
| 3M | -38.5% | +6.6% | -45.0% | -37.3% |
| 6M | +40.6% | +16.5% | +24.1% | +44.6% |
| YTD | +13.2% | +21.2% | -7.9% | +16.8% |
| 1Y | +2.3% | +17.9% | -15.6% | +6.0% |
| 3Y | +942.5% | +129.8% | +812.7% | +887.7% |
| All | +1,298.7% | +130.4% | +1,168.3% | +1,165.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling