+1,298.7%
CRDO vs UL
+26.3%
+1,272.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.8% |
| 7D | -4.5% | -3.4% | -1.1% | -5.4% |
| 30D | -39.2% | +0.5% | -39.7% | -39.1% |
| 3M | -38.5% | +7.2% | -45.7% | -37.3% |
| 6M | +40.6% | -3.1% | +43.6% | +42.7% |
| YTD | +13.2% | -2.7% | +16.0% | +14.8% |
| 1Y | +2.3% | -10.2% | +12.5% | +4.1% |
| 3Y | +942.5% | +20.3% | +922.3% | +838.6% |
| All | +1,298.7% | +26.3% | +1,272.4% | +1,118.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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