+1,276.1%
CRDO vs UAL
+154.5%
+1,121.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | -2.4% | -2.0% | -0.4% | -1.5% |
| 30D | -35.3% | -15.7% | -19.6% | -30.6% |
| 3M | -32.6% | +3.6% | -36.2% | -33.7% |
| 6M | +42.7% | +16.9% | +25.8% | +31.4% |
| YTD | +11.4% | -4.8% | +16.2% | +10.2% |
| 1Y | -2.2% | -0.9% | -1.3% | -5.2% |
| 3Y | +912.1% | +124.5% | +787.6% | +561.3% |
| All | +1,276.1% | +154.5% | +1,121.6% | +737.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling