+974.3%
CRDO vs ROIV
+230.5%
+743.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.2% |
| 7D | +1.6% | +22.3% | -20.7% | -7.3% |
| 30D | -30.0% | +16.9% | -46.9% | -34.9% |
| 3M | -28.3% | +43.9% | -72.3% | -38.5% |
| 6M | +44.8% | +41.6% | +3.2% | +24.2% |
| YTD | +16.7% | +92.7% | -76.0% | -10.8% |
| 1Y | +12.7% | +210.2% | -197.5% | -26.6% |
| All | +974.3% | +230.5% | +743.8% | +523.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling