-2.2%
CRDO vs QLD
+35.7%
-37.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.4% | -1.5% |
| 7D | -2.4% | -2.6% | +0.3% | +1.3% |
| 30D | -35.3% | -3.3% | -32.0% | -31.8% |
| 3M | -32.6% | +1.8% | -34.4% | -31.8% |
| 6M | +42.7% | +29.7% | +13.0% | +0.9% |
| YTD | +11.4% | +25.1% | -13.7% | -17.6% |
| 1Y | -2.2% | +37.1% | -39.4% | -42.2% |
| All | -2.2% | +35.7% | -37.9% | -42.2% |
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