+1,276.1%
CRDO vs SHW
+14.2%
+1,261.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -2.4% | -4.5% | +2.1% | -0.5% |
| 30D | -35.3% | -12.7% | -22.6% | -31.7% |
| 3M | -32.6% | +4.7% | -37.2% | -34.9% |
| 6M | +42.7% | -3.4% | +46.1% | +42.5% |
| YTD | +11.4% | -1.3% | +12.7% | +8.6% |
| 1Y | -2.2% | -10.4% | +8.1% | -0.3% |
| 3Y | +912.1% | +20.1% | +892.0% | +776.7% |
| All | +1,276.1% | +14.2% | +1,261.8% | +1,093.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling