+1,298.7%
CRDO vs SHEL
+122.4%
+1,176.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | -4.5% | +4.1% | -8.6% | -6.4% |
| 30D | -39.2% | +8.4% | -47.6% | -41.6% |
| 3M | -38.5% | +13.7% | -52.2% | -42.6% |
| 6M | +40.6% | +12.7% | +27.9% | +30.3% |
| YTD | +13.2% | +35.3% | -22.1% | -6.0% |
| 1Y | +2.3% | +39.4% | -37.1% | -16.5% |
| 3Y | +942.5% | +71.5% | +871.1% | +659.9% |
| All | +1,298.7% | +122.4% | +1,176.3% | +779.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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