+1,298.7%
CRDO vs ROIV
+402.1%
+896.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -4.5% | +16.9% | -21.3% | -9.3% |
| 30D | -39.2% | +12.9% | -52.1% | -41.7% |
| 3M | -38.5% | +37.3% | -75.8% | -44.0% |
| 6M | +40.6% | +38.0% | +2.6% | +27.3% |
| YTD | +13.2% | +88.1% | -74.9% | -5.5% |
| 1Y | +2.3% | +183.3% | -181.0% | -23.1% |
| 3Y | +942.5% | +254.6% | +687.9% | +625.6% |
| All | +1,298.7% | +402.1% | +896.6% | +591.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling