+1,298.7%
CRDO vs PWR
+568.8%
+729.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | -3.1% |
| 7D | -4.5% | +4.2% | -8.7% | -8.2% |
| 30D | -39.2% | -4.0% | -35.2% | -36.8% |
| 3M | -38.5% | -4.8% | -33.7% | -34.4% |
| 6M | +40.6% | +14.6% | +25.9% | +24.2% |
| YTD | +13.2% | +54.2% | -41.0% | -25.0% |
| 1Y | +2.3% | +67.1% | -64.8% | -36.4% |
| 3Y | +942.5% | +218.5% | +724.1% | +344.0% |
| All | +1,298.7% | +568.8% | +729.9% | +309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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