+1,298.7%
CRDO vs SMTC
+130.2%
+1,168.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.4% | -1.0% |
| 7D | -4.5% | +13.1% | -17.6% | -10.9% |
| 30D | -39.2% | +19.5% | -58.7% | -45.4% |
| 3M | -38.5% | +2.2% | -40.7% | -39.6% |
| 6M | +40.6% | +94.9% | -54.3% | -1.3% |
| YTD | +13.2% | +127.0% | -113.7% | -27.0% |
| 1Y | +2.3% | +174.6% | -172.3% | -40.4% |
| 3Y | +942.5% | +615.9% | +326.6% | +277.4% |
| All | +1,298.7% | +130.2% | +1,168.5% | +779.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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