+870.5%
CRDO vs USAR
+53.8%
+816.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.6% | +2.0% |
| 7D | -4.5% | -11.6% | +7.2% | -3.1% |
| 30D | -39.2% | -15.5% | -23.8% | -38.2% |
| 3M | -38.5% | -31.0% | -7.4% | -36.1% |
| 6M | +40.6% | -26.2% | +66.8% | +44.4% |
| YTD | +13.2% | +30.8% | -17.5% | +11.9% |
| 1Y | +2.3% | +7.1% | -4.8% | +2.0% |
| 3Y | +942.5% | +53.0% | +889.5% | +1,003.2% |
| All | +870.5% | +53.8% | +816.8% | +942.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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