+1,298.7%
CRDO vs URA
+149.1%
+1,149.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.3% | +4.9% | +4.1% |
| 7D | -4.5% | -5.5% | +1.0% | -0.5% |
| 30D | -39.2% | -3.7% | -35.5% | -37.8% |
| 3M | -38.5% | -2.9% | -35.6% | -36.6% |
| 6M | +40.6% | -15.2% | +55.8% | +57.6% |
| YTD | +13.2% | +1.9% | +11.4% | +7.9% |
| 1Y | +2.3% | +6.9% | -4.7% | -7.6% |
| 3Y | +942.5% | +99.6% | +842.9% | +492.2% |
| All | +1,298.7% | +149.1% | +1,149.6% | +553.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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