+704.3%
CRDO vs URI
+153.1%
+551.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.3% | -4.7% | -5.1% |
| 7D | +9.1% | +6.7% | +2.4% | +5.1% |
| 30D | -26.6% | +8.9% | -35.5% | -29.4% |
| 3M | -50.6% | +0.5% | -51.1% | -49.9% |
| 6M | -30.6% | +20.7% | -51.2% | -36.0% |
| YTD | -8.6% | +40.0% | -48.6% | -27.6% |
| 1Y | -8.0% | +34.4% | -42.4% | -24.8% |
| 3Y | +704.3% | +149.5% | +554.9% | +328.6% |
| All | +704.3% | +153.1% | +551.2% | +328.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling