+1,298.7%
CRDO vs SRE
+40.5%
+1,258.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | -4.5% | -0.8% | -3.6% | -4.2% |
| 30D | -39.2% | -3.0% | -36.2% | -38.7% |
| 3M | -38.5% | -8.3% | -30.1% | -36.8% |
| 6M | +40.6% | -8.9% | +49.5% | +44.2% |
| YTD | +13.2% | -4.3% | +17.5% | +13.7% |
| 1Y | +2.3% | +2.7% | -0.5% | -0.3% |
| 3Y | +942.5% | +28.7% | +913.9% | +818.1% |
| All | +1,298.7% | +40.5% | +1,258.2% | +1,036.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling