+1,298.7%
CRDO vs SCHG
+101.9%
+1,196.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +0.1% |
| 7D | -4.5% | -1.0% | -3.4% | -2.7% |
| 30D | -39.2% | -1.3% | -38.0% | -37.8% |
| 3M | -38.5% | +5.4% | -43.9% | -43.4% |
| 6M | +40.6% | +14.4% | +26.2% | +13.7% |
| YTD | +13.2% | +8.0% | +5.2% | +1.6% |
| 1Y | +2.3% | +12.7% | -10.5% | -12.0% |
| 3Y | +942.5% | +85.6% | +856.9% | +421.7% |
| All | +1,298.7% | +101.9% | +1,196.8% | +518.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling