+1,341.4%
CRDO vs SM
+20.2%
+1,321.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +1.6% | -0.2% | +1.9% | +1.6% |
| 30D | -30.0% | +20.3% | -50.3% | -33.9% |
| 3M | -28.3% | +22.9% | -51.3% | -33.9% |
| 6M | +44.8% | +47.8% | -3.0% | +22.0% |
| YTD | +16.7% | +107.5% | -90.8% | -13.8% |
| 1Y | +12.7% | +51.7% | -39.1% | -7.4% |
| 3Y | +960.1% | -0.9% | +961.0% | +859.6% |
| All | +1,341.4% | +20.2% | +1,321.1% | +1,106.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling