+1,276.1%
CRDO vs SIMO
+249.4%
+1,026.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -2.1% |
| 7D | -2.4% | +12.5% | -14.9% | -8.8% |
| 30D | -35.3% | +18.4% | -53.7% | -41.7% |
| 3M | -32.6% | +5.6% | -38.2% | -35.1% |
| 6M | +42.7% | +116.9% | -74.2% | -13.4% |
| YTD | +11.4% | +188.4% | -177.0% | -45.6% |
| 1Y | -2.2% | +221.3% | -223.5% | -55.3% |
| 3Y | +912.1% | +438.6% | +473.5% | +265.0% |
| All | +1,276.1% | +249.4% | +1,026.7% | +450.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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