+1,298.7%
CRDO vs UAL
+162.4%
+1,136.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.3% |
| 7D | -4.5% | -1.4% | -3.1% | -3.9% |
| 30D | -39.2% | -12.2% | -27.0% | -35.9% |
| 3M | -38.5% | -2.5% | -36.0% | -38.1% |
| 6M | +40.6% | +21.1% | +19.5% | +27.5% |
| YTD | +13.2% | -1.8% | +15.0% | +10.6% |
| 1Y | +2.3% | +0.4% | +1.9% | -1.3% |
| 3Y | +942.5% | +130.3% | +812.3% | +573.9% |
| All | +1,298.7% | +162.4% | +1,136.3% | +739.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling