+1,298.7%
CRDO vs TRMB
-17.3%
+1,316.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.5% |
| 7D | -4.5% | -3.0% | -1.4% | -2.2% |
| 30D | -39.2% | +2.3% | -41.6% | -40.8% |
| 3M | -38.5% | +15.3% | -53.8% | -47.3% |
| 6M | +40.6% | -14.7% | +55.3% | +54.4% |
| YTD | +13.2% | -26.4% | +39.7% | +39.9% |
| 1Y | +2.3% | -30.4% | +32.7% | +34.1% |
| 3Y | +942.5% | +13.5% | +929.0% | +852.2% |
| All | +1,298.7% | -17.3% | +1,316.0% | +1,473.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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