+1,276.1%
CRDO vs ROIV
+403.6%
+872.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.5% | -3.9% |
| 7D | -2.4% | +19.0% | -21.3% | -7.7% |
| 30D | -35.3% | +16.1% | -51.4% | -38.4% |
| 3M | -32.6% | +44.1% | -76.7% | -39.5% |
| 6M | +42.7% | +37.8% | +4.9% | +29.2% |
| YTD | +11.4% | +88.7% | -77.3% | -7.1% |
| 1Y | -2.2% | +197.3% | -199.5% | -27.4% |
| 3Y | +912.1% | +224.9% | +687.1% | +617.1% |
| All | +1,276.1% | +403.6% | +872.5% | +579.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling