+1,341.4%
CRDO vs PTC
+19.7%
+1,321.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +2.1% |
| 7D | +1.6% | -13.6% | +15.2% | +10.7% |
| 30D | -30.0% | -14.7% | -15.4% | -23.2% |
| 3M | -28.3% | -5.9% | -22.4% | -28.6% |
| 6M | +44.8% | -21.1% | +65.9% | +64.5% |
| YTD | +16.7% | -26.0% | +42.7% | +38.2% |
| 1Y | +12.7% | -36.8% | +49.5% | +54.1% |
| 3Y | +960.1% | -10.3% | +970.4% | +935.6% |
| All | +1,341.4% | +19.7% | +1,321.7% | +1,075.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling