+1,339.9%
CRDO vs ROIV
+410.2%
+929.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +18.8% | -20.4% | -7.0% |
| 7D | -18.8% | +20.2% | -39.0% | -23.5% |
| 30D | -32.9% | +14.1% | -47.0% | -35.8% |
| 3M | -24.5% | +45.6% | -70.1% | -32.5% |
| 6M | +52.7% | +44.1% | +8.6% | +36.6% |
| YTD | +16.6% | +91.2% | -74.6% | -3.2% |
| 1Y | +13.7% | +221.3% | -207.6% | -17.2% |
| 3Y | +959.0% | +229.2% | +729.8% | +647.4% |
| All | +1,339.9% | +410.2% | +929.7% | +608.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling