+1,298.7%
CRDO vs U
-56.9%
+1,355.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.5% | -2.8% | +0.3% |
| 7D | -4.5% | +5.5% | -10.0% | -6.1% |
| 30D | -39.2% | -1.3% | -38.0% | -39.2% |
| 3M | -38.5% | +64.6% | -103.0% | -47.7% |
| 6M | +40.6% | +119.4% | -78.8% | +7.6% |
| YTD | +13.2% | -0.5% | +13.7% | +7.4% |
| 1Y | +2.3% | +1.3% | +1.0% | -3.7% |
| 3Y | +942.5% | +15.6% | +926.9% | +767.0% |
| All | +1,298.7% | -56.9% | +1,355.6% | +1,189.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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