+1,276.1%
CRDO vs QLD
+160.9%
+1,115.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.4% | -2.6% |
| 7D | -2.4% | -2.6% | +0.3% | +0.1% |
| 30D | -35.3% | -3.3% | -32.0% | -32.9% |
| 3M | -32.6% | +1.8% | -34.4% | -31.4% |
| 6M | +42.7% | +29.7% | +13.0% | +17.5% |
| YTD | +11.4% | +25.1% | -13.7% | -5.1% |
| 1Y | -2.2% | +37.1% | -39.4% | -21.0% |
| 3Y | +912.1% | +176.3% | +735.7% | +449.3% |
| All | +1,276.1% | +160.9% | +1,115.2% | +597.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling