-21.2%
CRDO vs SCHG
+6.0%
-27.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +1.3% | -10.8% | -12.8% |
| 7D | -21.4% | -2.5% | -18.9% | -15.8% |
| 30D | -35.8% | -5.4% | -30.3% | -24.7% |
| 3M | -42.6% | -2.2% | -40.5% | -37.9% |
| 6M | -24.2% | +5.2% | -29.4% | -31.0% |
| YTD | -5.1% | +6.8% | -11.9% | -14.2% |
| All | -21.2% | +6.0% | -27.2% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling