+1,298.7%
CRDO vs URI
+211.5%
+1,087.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -4.5% | -2.1% | -2.4% | -3.3% |
| 30D | -39.2% | -12.4% | -26.8% | -34.2% |
| 3M | -38.5% | -7.3% | -31.2% | -35.1% |
| 6M | +40.6% | +27.2% | +13.4% | +21.1% |
| YTD | +13.2% | +23.0% | -9.7% | -3.9% |
| 1Y | +2.3% | +3.9% | -1.6% | -4.1% |
| 3Y | +942.5% | +121.6% | +820.9% | +514.7% |
| All | +1,298.7% | +211.5% | +1,087.2% | +488.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling