+27.3%
CRDO vs PTC
-33.3%
+60.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -6.0% | +9.9% | +3.6% |
| 7D | -26.7% | -10.3% | -16.5% | -27.1% |
| 30D | -24.1% | +1.1% | -25.2% | -23.7% |
| 3M | -21.6% | +1.6% | -23.2% | -17.1% |
| 6M | +66.3% | -13.5% | +79.8% | +94.4% |
| YTD | +18.5% | -19.1% | +37.6% | +48.6% |
| 1Y | +27.3% | -33.9% | +61.2% | +104.5% |
| All | +27.3% | -33.3% | +60.5% | +104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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