+1,298.7%
CRDO vs PSA
+4.7%
+1,294.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.5% |
| 7D | -4.5% | -1.8% | -2.6% | -4.1% |
| 30D | -39.2% | -8.4% | -30.9% | -38.1% |
| 3M | -38.5% | -7.8% | -30.6% | -37.8% |
| 6M | +40.6% | +0.8% | +39.8% | +38.7% |
| YTD | +13.2% | +16.5% | -3.2% | +7.6% |
| 1Y | +2.3% | +4.7% | -2.4% | -0.3% |
| 3Y | +942.5% | +21.1% | +921.5% | +792.8% |
| All | +1,298.7% | +4.7% | +1,294.0% | +1,219.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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