+27.3%
CRDO vs SPGI
-12.7%
+40.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.6% | +5.5% | +3.0% |
| 7D | -26.7% | +0.1% | -26.9% | -26.8% |
| 30D | -24.1% | +8.4% | -32.5% | -20.2% |
| 3M | -21.6% | +11.8% | -33.4% | -15.0% |
| 6M | +66.3% | +5.7% | +60.6% | +76.3% |
| YTD | +18.5% | -9.7% | +28.2% | +20.4% |
| 1Y | +27.3% | -12.5% | +39.7% | +34.9% |
| All | +27.3% | -12.7% | +40.0% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1y: compounded portfolio wealth divided by compounded SPGI 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…
1y analysis · Full analysis span regression · 6 months rolling