+942.5%
CRDO vs ROST
+98.0%
+844.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.4% |
| 7D | -4.5% | +0.2% | -4.7% | -4.6% |
| 30D | -39.2% | -6.9% | -32.4% | -37.2% |
| 3M | -38.5% | -3.3% | -35.1% | -38.3% |
| 6M | +40.6% | +9.0% | +31.5% | +30.5% |
| YTD | +13.2% | +28.9% | -15.6% | -4.8% |
| 1Y | +2.3% | +54.0% | -51.7% | -23.6% |
| 3Y | +942.5% | +100.7% | +841.8% | +575.0% |
| All | +942.5% | +98.0% | +844.6% | +575.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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