+1,341.4%
CRDO vs SPGI
+14.1%
+1,327.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +1.0% |
| 7D | +1.6% | -3.1% | +4.7% | +2.7% |
| 30D | -30.0% | +2.0% | -32.0% | -30.7% |
| 3M | -28.3% | +4.3% | -32.7% | -31.0% |
| 6M | +44.8% | -0.2% | +45.0% | +42.0% |
| YTD | +16.7% | -14.8% | +31.5% | +23.8% |
| 1Y | +12.7% | -18.5% | +31.2% | +21.8% |
| 3Y | +960.1% | +16.0% | +944.2% | +757.0% |
| All | +1,341.4% | +14.1% | +1,327.3% | +1,005.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling