+1,341.4%
CRDO vs QLD
+166.7%
+1,174.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | +1.6% | +1.9% | -0.3% | -0.1% |
| 30D | -30.0% | -1.8% | -28.2% | -28.5% |
| 3M | -28.3% | -0.1% | -28.2% | -26.2% |
| 6M | +44.8% | +32.6% | +12.2% | +16.9% |
| YTD | +16.7% | +27.9% | -11.2% | -2.7% |
| 1Y | +12.7% | +40.3% | -27.6% | -10.9% |
| 3Y | +960.1% | +182.5% | +777.6% | +463.7% |
| All | +1,341.4% | +166.7% | +1,174.7% | +616.2% |
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 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