+1,298.7%
CRDO vs PRU
+33.1%
+1,265.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -4.5% | -2.3% | -2.2% | -3.1% |
| 30D | -39.2% | -1.7% | -37.5% | -38.9% |
| 3M | -38.5% | +13.2% | -51.7% | -44.1% |
| 6M | +40.6% | +28.8% | +11.8% | +16.0% |
| YTD | +13.2% | +9.8% | +3.5% | +4.3% |
| 1Y | +2.3% | +17.4% | -15.1% | -11.2% |
| 3Y | +942.5% | +44.9% | +897.6% | +645.8% |
| All | +1,298.7% | +33.1% | +1,265.6% | +934.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 10y: compounded portfolio wealth divided by compounded PRU 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…
10y analysis · Full analysis span regression · 6 months rolling