+42.7%
CRDO vs SRE
-8.5%
+51.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.6% |
| 7D | -2.4% | -0.7% | -1.7% | -2.3% |
| 30D | -35.3% | -1.7% | -33.5% | -34.8% |
| 3M | -32.6% | -7.1% | -25.5% | -32.1% |
| 6M | +42.7% | -8.4% | +51.1% | +29.5% |
| All | +42.7% | -8.5% | +51.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 6mo: compounded portfolio wealth divided by compounded SRE 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…
6mo analysis · Full analysis span regression · 6 months rolling