-16.9%
CRDO vs QLD
+13.1%
-30.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.9% | -11.4% | -12.1% |
| 7D | -21.4% | -9.4% | -12.0% | -9.9% |
| 30D | -35.8% | -17.1% | -18.7% | -16.0% |
| 3M | -42.6% | -10.4% | -32.2% | -31.6% |
| 6M | -24.2% | +0.7% | -24.9% | -22.4% |
| YTD | -5.1% | +17.7% | -22.9% | -20.5% |
| 1Y | -16.9% | +14.7% | -31.6% | -26.2% |
| All | -16.9% | +13.1% | -30.0% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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