+1,276.1%
CRDO vs SBUX
+15.1%
+1,260.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.1% |
| 7D | -2.4% | -6.2% | +3.9% | +0.8% |
| 30D | -35.3% | -6.4% | -28.8% | -33.1% |
| 3M | -32.6% | +1.0% | -33.6% | -33.5% |
| 6M | +42.7% | -0.4% | +43.1% | +41.6% |
| YTD | +11.4% | +20.0% | -8.6% | -0.7% |
| 1Y | -2.2% | +22.8% | -25.0% | -14.8% |
| 3Y | +912.1% | +12.3% | +899.8% | +806.2% |
| All | +1,276.1% | +15.1% | +1,260.9% | +1,029.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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