-35.1%
CRDO vs SCHW
+0.2%
-35.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -0.8% | -16.9% | -17.8% |
| 7D | -32.0% | +3.5% | -35.5% | -31.6% |
| 30D | -49.1% | -4.4% | -44.8% | -49.2% |
| 3M | -50.0% | -14.0% | -35.9% | -50.6% |
| 6M | -42.0% | +0.8% | -42.8% | -42.3% |
| YTD | -21.9% | -6.4% | -15.5% | -24.8% |
| 1Y | -35.1% | +0.1% | -35.2% | -41.2% |
| All | -35.1% | +0.2% | -35.4% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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