+27.3%
CRDO vs PSX
+101.0%
-73.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +4.0% |
| 7D | -26.7% | +4.5% | -31.3% | -25.5% |
| 30D | -24.1% | +26.6% | -50.7% | -18.0% |
| 3M | -21.6% | +39.3% | -60.8% | -11.8% |
| 6M | +66.3% | +56.8% | +9.5% | +90.8% |
| YTD | +18.5% | +101.8% | -83.3% | +45.6% |
| 1Y | +27.3% | +99.6% | -72.3% | +53.8% |
| All | +27.3% | +101.0% | -73.8% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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