+1,028.8%
CRDO vs QLD
+135.1%
+893.7%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.5% | -3.6% |
| 7D | +9.1% | +7.0% | +2.1% | +2.9% |
| 30D | -26.6% | -14.3% | -12.3% | -13.5% |
| 3M | -50.6% | -16.0% | -34.6% | -39.9% |
| 6M | -30.6% | -14.2% | -16.3% | -15.4% |
| YTD | -8.6% | +12.8% | -21.4% | -11.7% |
| 1Y | -8.0% | +14.1% | -22.1% | -11.3% |
| 3Y | +704.3% | +146.0% | +558.4% | +400.1% |
| All | +1,028.8% | +135.1% | +893.7% | +549.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling