+925.7%
CRDO vs PTC
-10.7%
+936.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | -2.4% | -14.2% | +11.9% | +4.6% |
| 30D | -35.3% | -14.4% | -20.8% | -30.5% |
| 3M | -32.6% | -4.7% | -27.8% | -32.6% |
| 6M | +42.7% | -19.3% | +62.0% | +60.9% |
| YTD | +11.4% | -26.1% | +37.5% | +33.9% |
| 1Y | -2.2% | -37.1% | +34.8% | +36.4% |
| All | +925.7% | -10.7% | +936.3% | +989.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling