+1,298.7%
CRDO vs TRI
+1.8%
+1,296.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.5% |
| 7D | -4.5% | -7.9% | +3.4% | -3.8% |
| 30D | -39.2% | -4.5% | -34.7% | -39.1% |
| 3M | -38.5% | +22.1% | -60.6% | -41.9% |
| 6M | +40.6% | -2.8% | +43.4% | +41.9% |
| YTD | +13.2% | -23.4% | +36.7% | +28.5% |
| 1Y | +2.3% | -41.5% | +43.8% | +35.0% |
| 3Y | +942.5% | -19.2% | +961.8% | +909.3% |
| All | +1,298.7% | +1.8% | +1,296.9% | +859.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling