+1,276.1%
CRDO vs STRL
+1,719.4%
-443.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.1% | -2.5% | -3.5% |
| 7D | -2.4% | +5.4% | -7.7% | -5.0% |
| 30D | -35.3% | -9.0% | -26.3% | -31.8% |
| 3M | -32.6% | -37.1% | +4.5% | -14.3% |
| 6M | +42.7% | +17.8% | +24.9% | +17.8% |
| YTD | +11.4% | +58.3% | -46.9% | -24.0% |
| 1Y | -2.2% | +61.0% | -63.2% | -34.2% |
| 3Y | +912.1% | +517.8% | +394.2% | +278.9% |
| All | +1,276.1% | +1,719.4% | -443.3% | +178.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 5y: compounded portfolio wealth divided by compounded STRL 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…
5y analysis · Full analysis span regression · 6 months rolling