+925.7%
CRDO vs SPGI
+13.8%
+911.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.9% | -2.6% | -4.4% |
| 7D | -2.4% | -8.9% | +6.6% | -1.7% |
| 30D | -35.3% | +0.6% | -35.9% | -35.3% |
| 3M | -32.6% | +2.0% | -34.5% | -33.1% |
| 6M | +42.7% | +0.1% | +42.6% | +42.3% |
| YTD | +11.4% | -16.4% | +27.8% | +18.8% |
| 1Y | -2.2% | -18.9% | +16.7% | +6.1% |
| All | +925.7% | +13.8% | +911.9% | +787.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling