+27.3%
CRDO vs ULTA
+6.6%
+20.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.8% |
| 7D | -26.7% | +9.0% | -35.7% | -27.1% |
| 30D | -24.1% | +4.6% | -28.6% | -23.7% |
| 3M | -21.6% | +22.0% | -43.5% | -22.9% |
| 6M | +66.3% | -14.7% | +81.0% | +64.3% |
| YTD | +18.5% | -6.8% | +25.3% | +17.0% |
| 1Y | +27.3% | +6.5% | +20.8% | +31.0% |
| All | +27.3% | +6.6% | +20.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling