+1,298.7%
CRDO vs UNP
+28.1%
+1,270.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -4.5% | -1.8% | -2.7% | -3.8% |
| 30D | -39.2% | -2.7% | -36.5% | -38.4% |
| 3M | -38.5% | +6.5% | -45.0% | -40.3% |
| 6M | +40.6% | +14.4% | +26.2% | +30.4% |
| YTD | +13.2% | +24.8% | -11.6% | -0.8% |
| 1Y | +2.3% | +34.4% | -32.1% | -14.8% |
| 3Y | +942.5% | +43.6% | +899.0% | +703.9% |
| All | +1,298.7% | +28.1% | +1,270.6% | +1,048.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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