+942.5%
CRDO vs SCHW
+86.6%
+855.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -4.5% | -1.9% | -2.6% | -3.7% |
| 30D | -39.2% | -1.6% | -37.6% | -38.9% |
| 3M | -38.5% | +21.3% | -59.7% | -44.7% |
| 6M | +40.6% | +16.5% | +24.1% | +28.7% |
| YTD | +13.2% | +8.4% | +4.8% | +6.7% |
| 1Y | +2.3% | +15.6% | -13.3% | -7.5% |
| 3Y | +942.5% | +86.8% | +855.7% | +667.3% |
| All | +942.5% | +86.6% | +855.9% | +667.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling