+942.5%
CRDO vs SM
-0.9%
+943.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | -4.5% | +4.6% | -9.0% | -5.7% |
| 30D | -39.2% | +18.2% | -57.4% | -42.3% |
| 3M | -38.5% | +22.5% | -61.0% | -42.8% |
| 6M | +40.6% | +50.6% | -10.0% | +16.1% |
| YTD | +13.2% | +108.1% | -94.9% | -19.4% |
| 1Y | +2.3% | +46.0% | -43.7% | -15.2% |
| 3Y | +942.5% | +2.9% | +939.7% | +831.8% |
| All | +942.5% | -0.9% | +943.4% | +831.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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