-16.9%
CRDO vs UPS
+29.9%
-46.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +4.7% | -14.3% | -9.2% |
| 7D | -21.4% | +8.2% | -29.6% | -21.1% |
| 30D | -35.8% | +22.7% | -58.5% | -35.3% |
| 3M | -42.6% | +6.4% | -49.1% | -42.2% |
| 6M | -24.2% | +22.6% | -46.8% | -23.1% |
| YTD | -5.1% | +20.7% | -25.9% | -5.5% |
| 1Y | -16.9% | +30.6% | -47.5% | -13.9% |
| All | -16.9% | +29.9% | -46.8% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 UPS 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