+27.3%
CRDO vs TRI
-38.3%
+65.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -5.4% | +9.3% | +2.2% |
| 7D | -26.7% | -0.5% | -26.2% | -26.8% |
| 30D | -24.1% | +7.9% | -31.9% | -21.9% |
| 3M | -21.6% | +24.1% | -45.6% | -13.5% |
| 6M | +66.3% | +3.8% | +62.5% | +83.7% |
| YTD | +18.5% | -16.9% | +35.4% | +20.7% |
| 1Y | +27.3% | -38.4% | +65.7% | +5.5% |
| All | +27.3% | -38.3% | +65.5% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling