+1,298.7%
CRDO vs SHW
+16.4%
+1,282.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +0.9% |
| 7D | -4.5% | -3.1% | -1.4% | -3.2% |
| 30D | -39.2% | -10.0% | -29.2% | -36.6% |
| 3M | -38.5% | +2.3% | -40.7% | -39.9% |
| 6M | +40.6% | +0.7% | +39.9% | +37.8% |
| YTD | +13.2% | +0.5% | +12.8% | +9.6% |
| 1Y | +2.3% | -11.5% | +13.8% | +5.4% |
| 3Y | +942.5% | +21.3% | +921.2% | +800.1% |
| All | +1,298.7% | +16.4% | +1,282.4% | +1,103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 5y: compounded portfolio wealth divided by compounded SHW 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…
5y analysis · Full analysis span regression · 6 months rolling