+942.5%
CRDO vs SONY
+42.2%
+900.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.7% |
| 7D | -4.5% | -2.7% | -1.8% | -3.0% |
| 30D | -39.2% | +1.5% | -40.8% | -40.0% |
| 3M | -38.5% | +13.0% | -51.5% | -44.2% |
| 6M | +40.6% | +11.2% | +29.4% | +27.4% |
| YTD | +13.2% | -6.6% | +19.9% | +16.8% |
| 1Y | +2.3% | -18.1% | +20.4% | +16.9% |
| 3Y | +942.5% | +42.1% | +900.5% | +681.6% |
| All | +942.5% | +42.2% | +900.3% | +681.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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