+1,276.1%
CRDO vs UL
+25.5%
+1,250.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.4% | -3.2% | -4.9% |
| 7D | -2.4% | -4.1% | +1.7% | -3.4% |
| 30D | -35.3% | -1.2% | -34.1% | -35.4% |
| 3M | -32.6% | +6.0% | -38.5% | -31.4% |
| 6M | +42.7% | -5.5% | +48.2% | +44.4% |
| YTD | +11.4% | -3.3% | +14.7% | +12.7% |
| 1Y | -2.2% | -9.8% | +7.6% | -0.7% |
| 3Y | +912.1% | +20.1% | +891.9% | +806.6% |
| All | +1,276.1% | +25.5% | +1,250.6% | +1,096.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling