+1,339.9%
CRDO vs URI
+219.7%
+1,120.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -2.0% |
| 7D | -18.8% | +2.5% | -21.3% | -19.9% |
| 30D | -32.9% | -12.5% | -20.3% | -27.3% |
| 3M | -24.5% | -6.2% | -18.3% | -21.0% |
| 6M | +52.7% | +25.9% | +26.9% | +32.4% |
| YTD | +16.6% | +26.2% | -9.6% | -2.6% |
| 1Y | +13.7% | +5.5% | +8.2% | +5.8% |
| 3Y | +959.0% | +125.0% | +834.1% | +518.9% |
| All | +1,339.9% | +219.7% | +1,120.2% | +497.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling